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Robert Reich

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The Stall Has Arrived

Posted: 05/04/2012 11:17 am

As I feared, the economy has stalled.

Friday's jobs report for April was even more disappointing than March. Employers added only 115,000 new jobs, down from March's number (the Bureau of Labor Statistics revised the March number upward to 154,000, but it's still abysmal relative to what's needed). At least 125,000 new jobs are necessary each month just to keep up with an expanding population of working-age people.

That means the hole is getting even deeper.

Most observers pay attention to the official rate of unemployment, which edged down to 8.1 percent in April from 8.2 percent in March. That may sound like progress, but it's not. The unemployment rate dropped because more people dropped out of the labor force, too discouraged to look for work. The household survey, from which the rate is calculated, counts as "unemployed" only people who are actively looking for work. If you stop looking because the job scene looks hopeless for you, you're no longer counted.

In the winter months -- December, January, and February -- hiring had seemed to pick up, averaging over 250,000 new jobs per month. Then the mini-surge stopped. The simplest explanation is that the mild winter across much of the United States gave an unusual boost to hiring then, leading to a correction by the spring.

Most of the job gains in April were in lower-wage industries -- retail stores, restaurants, and temporary-help. That means average wages continue to drop, adjusted for inflation -- continuing their long-term decline. Most of the new jobs that have been added to the U.S. economy during this recovery have paid less than the jobs that were lost during the downturn.

What does all this mean? Together with other recent data showing slower economic growth during the first quarter of this year, it's safe to say the economy has stalled.

This is bad news for millions of Americans, and it's bad news for Obama and the Democrats. Voters don't pay much attention to the economy in an election year until after Labor Day, so it's not necessarily a huge help to Romney and the Republicans.

But it's a bad political omen nonetheless. That's because no set of policies between now and Election Day are likely to boost the economy. To the contrary, government at all levels continues to contract, acting as a fiscal drag when government needs to be doing the exact reverse -- boosting the economy through additional spending.

Widening inequality is the underlying culprit here. As long as almost all the gains from economic growth continue to go to the top, the vast middle class doesn't have the purchasing power to boost the economy on its own. And rich Americans spend a much smaller portion of their incomes than does the vast middle class. Their marginal satisfaction from additional spending falls off. The second yacht isn't nearly as much fun as the first.

Get it? We've still got a terrible cyclical problem -- we can't get out of the gravitational pull of the Great Recession.

But the underlying problem is structural, and it's been growing for decades. The structural problem of stagnant or declining real incomes for most people, and soaring income and wealth at the top, was masked during the boom years when the middle class could turn their homes into piggy banks and extract home-equity loans or refinance. But the mask came off in 2008 as home values plummeted.

There's no way to put the mask back on. We've got to face the truth.

ROBERT B. REICH, Chancellor's Professor of Public Policy at the University of California at Berkeley, was Secretary of Labor in the Clinton administration. Time Magazine named him one of the ten most effective cabinet secretaries of the last century. He has written thirteen books, including the best sellers "Aftershock" and "The Work of Nations." His latest is an e-book, "Beyond Outrage." He is also a founding editor of the American Prospect magazine and chairman of Common Cause.

 
 
 

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Genders
Love, Tolerance, Enlightenment
10:08 PM on 05/06/2012
It's even worse than you state, Robert.

The banksters still have a 26T$ FED slush fund.

Finances still exceeds the total value of the GDP via SWAPS.

The slightest downturn in whatever they bankster are betting on with SWAPS,

will be leveraged to infinity and crash the economy again.

The question is: will the dupes blame Obama and the dems, who tried to fix the problems, of the the true criminals, the GOP/Tea who are out to destroy the republic, the Beast, our democracy and let the 1% plutocrats rule like they did before the revolution.

We still spend 54% of national taxes on war.

We still have the lowest taxes on the 1% since before the great depression.
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wmnorton
Moderate where moderate used to be
02:29 PM on 05/06/2012
As someone who spent some time on unemployeemnet, Let me add this to the discussion. I didn't accept a minimum wage job to get off the check because I didn't have to. Since I'm an engineer and I was making much more than minimum wage when my job (In Construction) ended. I was looking for another compareable position which I found, if I had taken that first minimum wage job offered it would have kept me from spending full time getting that job that paid much better. The same is true for many people now on unemployeement. They won't take that job that pays a lot less untill they have too, and don't forget there are ways to work for cash that you may not report. Those ways become a way to become self employeed when the benefits run out. So when they talk about 350,000 people dropping out of the labor force, there is more to that story than meats the eye.
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lrobb
Gold Standard = four paws and a tail
01:49 PM on 05/06/2012
It is refreshing to see Conservative and Liberal posters agree on at least one thing: Free trade is the most expensive economic experiment the US has ever made. It cost us not only jobs but our entire economy as people turned to the equity in their homes to shore up their standard of living against a rising tide of offshoring.

Now we are seeing the results of the vaunted "service economy." No one told us what it really meant was asking customers "do you want fries with that?" at minimum wage.

The Tea Party and Occupy have at least one thing in common. We want everyone who sent jobs out of the country to bring them back--or else. Or else what? We will unelect the incumbents and vote in representatives who are responsive to their constituency not the political process.

Whatever else you may think about the Tea Party representatives, they are very careful to do precisely and exactly what their electorate sent them to Washington to accomplish.
12:01 PM on 05/06/2012
After scanning a few of the comments below I saw they are just more of the same finger pointing and name calling between fans of either political party.

The structural job losses we face are due to NAFTA and similar unequal trade policies. If you wish to point blame for that then it must be bi-partisan blame. A "R" Congress and a" D" President ( Clinton ) signed this piece of US job killing legislation.
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12:29 PM on 05/06/2012
Definition of "bi-partisan": BOHICA
01:27 PM on 05/06/2012
What is BOHICA ?
12:01 PM on 05/06/2012
Free trade is a great idea but was implemented very poorly. NAFTA was a multi thousand page document said to drop trade barriers between countries. Why did it take thousands of pages to say that all trade barriers are down ?

Because certain countries and industries bought or bribed their way onto special privileges. I was in a business where, under NAFTA, my competitors could come to the US, buy their inventory, import it into Mexico and sell it , all tariff free. I could not buy those exact same products and important them into Mexico and then sell them without being heavily taxed at the border. I had to wholesale to a Mexican

Free trade my a*s**s. NAFTA was great for the multi national corporations, their executives and some US bureaucrats who negotiated the " free" trade treaty and then went to work for those they were negotiating against.

There were no protections for American workers and businesses to gradually adjust.

There was at the time, a third party candidate who warned against NAFTA. Ross Perot predicted a great " whooshing" sound as American jobs were sucked out of this country.

All the entrenched partisans and the corporate media, on both sides, called him crazy and ridiculed him. But we can all seen now, too late, he was spot on correct.
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wmnorton
Moderate where moderate used to be
02:44 PM on 05/06/2012
NAFTA was not the reason we ended up where we are today. The North American Free Trade Agreement, made sense, at the time, because Canada was our largest tradeing partner and Mexico was our second largest. Had we stopped there over the next ten years we would have worked out the kinks and all of us would have done fine, But the Big International boys saw big profits where the manufacutering could be done for 18 cents an hour, our government accomodated them. All those free trade agreements with the really low wage countries is what made it fall apart. The only thing that seems like it is likely to save us is the cost of transportation. With the price of Diesel at $5 a gallon it makes a lot of sense to make the stuff closer to the customer.
10:39 AM on 05/06/2012
You had me this time in complete agreement until you blamed the rich again. The failed policies of this administration has done little other than add 5 trillion to the debt. Money wasted.
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wmnorton
Moderate where moderate used to be
02:50 PM on 05/06/2012
When Obama got into office the GDP was shrinking at a rate of -6% it is now growing at a rate of 3%. That is a 9% growth rate improvement, where else outside of China has anyone done better than 9% improvement?
07:11 PM on 05/06/2012
ROFL
09:58 AM on 05/06/2012
Wow at least he figured out if no one has money they cannot buy or create debt,print money or debase the currency. The elite figures they are worth millions but where will they get money if no one buys or goes into debt?
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JPJABBER
'twas brillig and the slithey tode...
10:12 AM on 05/06/2012
The RICH haven't realized that's necessary yet.
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12:05 PM on 05/06/2012
The U.S. consumer has been marginalized by global corporations who see their customer base elsewhere, such as the BRIC countries.
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BigBearcatBill
This is the real Bearcat - a Binturong
01:37 AM on 05/06/2012
A few months ago on MSNBC pundit show they had a Professor of Economics on for several minutes, think he was from Cornell, and he discussed some of the real bad falling apart Interstate Highway areas naming specific highways (probably his research area). He basically said it is criminal not to put as many construction road crews back to work ASAP since we will have to borrow the money anyway to repair them in the next few years which must be done to be safe, mainly becasue we have a lot of unemployed construction workers, contractors that are very willing to work cheap as possible, and the loans we we need to take or bonds we need to sell to pay for it will have the lowest cost right now in very low interest probably for the next few decades. Basically the repubs playing starve the beast on somethings like this will literally Kill the Beast - or in other words kill people for not fixing unsafe roads or it will kill the poor if they force using budget money for welfare/food stamps/ unemployment benefits/social security/medicare to pay for these repairs.
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JPJABBER
'twas brillig and the slithey tode...
10:15 AM on 05/06/2012
They wany EVERYTHING in this country to fail and fall apart so they can say" see this BLACK guy is totally ruining everything in this country!" WE will do a BETTER job...and we have the $$$$ and Big Corp Buddies to do it!
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BigBearcatBill
This is the real Bearcat - a Binturong
05:51 PM on 05/06/2012
I agree and they could care less if millions died right now due to infrastructure and emergency response failures.
10:44 AM on 05/06/2012
We have a very good bonding system, one which the republicans have nothing to do with. It's called NUVEEN BUILD AMERICA BONDS. available to any state, city or governmental entity. Rather than borrowing money from china we can bond our own improvements.
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BigBearcatBill
This is the real Bearcat - a Binturong
05:54 PM on 05/06/2012
I am starting to conclude repubs want death and destruction somewhere in the world going on because they like Dick Cheney and his ex-company he gets retirement and stock dividentds from old Haluburton make billions and trillions out of evil plans. They don't care about the Treasury because I am sure they feel they can force it to print more money for them any time they want.
11:16 PM on 05/05/2012
"That means average wages continue to drop, adjusted for inflation -- continuing their long-term decline. Most of the new jobs that have been added to the U.S. economy during this recovery have paid less than the jobs that were lost during the downturn." Additionally, corporations are "mining" this retracted high unemployment condition to force starting rates to all-time lows. For the first time in years, corporations are calling average-rate-of-pay a "good guy" on the P&L because it continues to drop, quarter after quarter.
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AZreb
equal-opportunity Independent heathen
09:41 AM on 05/06/2012
This is the new "normal" - manufacturing jobs paying 1/3 less, more part-time and temp jobs, more underemployed, many working two jobs to make what one job used to pay.
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Moose Luck 99
GEOENGINEERINGWATCH DOT ORG
09:34 PM on 05/05/2012
http://larouchepac.com/infrastructure

NAWAPA XXI Animated Overview

Posted:
April 14 / 8PM
ThatsTheTheWayItIs
religion, ideology, partisanship are delusional
09:12 PM on 05/05/2012
"At least 125,000 new jobs are necessary each month just to keep up with an expanding population of working-age people."

Wrong - those coming of "working age" are offset by Boomers now retiring. We're called Boomers because there are more of us, and we are now retiring. The majority of those no longer looking for work are retired, but are still being counted. Including my sister and husband and many friends: laid off during the Crash, collecting unemployment and extensions with no intention of ever working again. There is no difference between "retired" and "unemployed" on the IRS form. Most will put down "unemployed" until age 65. They may make some money, but they have retired. All perfectly legal, and normal.

Only 40% of workers work until age 65, most are forcibly retired. My sister and husband were laid off, but many I know took early retirement but are considered unemployed. They collected unemployment and extensions, all perfectly legal.
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Terence Manuel
Confine yourself to the present.
09:58 PM on 05/05/2012
Sources please.

An an economist by training and education, economic growth comes from the quantity of labor AND the quality (productivity) of labor. Other factors too obviously such a technological change, capital....

There is no way I can see our economy growing with a mere $125,000 jobs per month.

If a person is collecting unemployment, they are in the labor force. If they have retired and either are not working a second job or looking for a job, they are no longer in the labor force. Now if they want a job but have given up looking, they are "discouraged." Problem. Otherwise, it is not a problem.

Your sister and brother in law are considered unemployed because they are seeking work (per terms of collecting unemployment benefits).

Professionally, I am Retirement Planner. I can tell you most boomers have little retirement funds and still have lots of expenses. Most will still need the same level of income as pre-retirement, whether their retirement is voluntary or involuntary.

We have allowed a two-tiered economy to become a fact of life in America. How it pans out I have no clue. I have serious reservations.
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JPJABBER
'twas brillig and the slithey tode...
10:19 AM on 05/06/2012
MOST if not all people between 50-65 have been forced to quit..or I'd they are 62-65 "retire"becauseNO ONE WILL HIRE THEM NOW. I know several people with degrees in this boat.....call it what you will. They' d rather have some sort o job THAN BE RETIRED AT THIS POINT IN TIME.
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jkkFL
Opinions are not Facts.
12:19 AM on 05/06/2012
And some took early retirement because they had exhausted every available avenue of resources. They ended up being stuck at the bottom of the SS benefits, with no hope of recovering the benefits they worked for and paid for.
Matt51
$15 per hour minimum wage, 28% capital gains tax
09:11 PM on 05/05/2012
Mr. Reich is absolutely correct. Unfortunately for us, neither Romney or Obama will do what is necessary to get us back on track. Romney would aggravate the situation, but there is not much hope either way.
06:48 PM on 05/05/2012
Get the government out of the wage suppression business! End H-1b work visas, end normalized trade with communist slave labor China, and end NAFTA and all these undemocratic trade organizations!
Randybostonterrier
Calling Republicans down on their BS
05:49 PM on 05/05/2012
I don't understand RR's comment on the rich spend less of their income than middle class America. Well I'd say of course. There income is larger, they don't have to be spending more of it on the basics like toiletries and cleaning items and toilet paper. Married people have more spending money than I, to spend on the exact household items I mentioned, and have more money in the end due to having two incomes instead of one.

My belief is that due to the reluctance of retirement age workers to leave the workplace completely due to lack of funds for retirement (baby boomers) and our worldwide global economy (where there are lower wages and socialized medicine - employers don't pay for insurance in places like India) the economy will continue with less job growth for the next 10 yrs or more.
06:54 PM on 05/05/2012
The answer is to end free trade. No nation became advanced on free trade and no nation can stay advanced with it.
Randybostonterrier
Calling Republicans down on their BS
07:14 AM on 05/06/2012
I've always had that mindset since the 1980s, when Reagan and all the others after him thought it was okay to give unfair advantage to imported goods.
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wmnorton
Moderate where moderate used to be
03:16 PM on 05/06/2012
Why is it that the right wing always claim they are following what our founders wanted, but then want free trade agreements, don't they realize that our systems of tariffs was started by Alexander Hamilton?
ThatsTheTheWayItIs
religion, ideology, partisanship are delusional
09:25 PM on 05/05/2012
I'm a Boomer. Most of those given up working are us, actually retired. You can claim to be unemployed but actually be retired, collect all the benefits. You are not counted as retired until you put that on the IRS form, and there is no advantage to doing. And even during "good times", only 40% of us worked until 65. Most are forcibly retired or laid off and give up working. This is normal, it's not new.
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tttom
05:25 PM on 05/05/2012
GOP's lesser kNown plan to help the U.S. economy: At present Medicare pays doctors and hospital bills DIRECTLY from the Medicare dedicated taxes that have been taken out of every American's paycheck - in some cases for more tha 40 years. It is the Republican plan to transfer that money - every penny - DIRECTLY to the private insurance companies and after they've taken their cut of it - salaries, advertising, bonuses, "expenses" and, of course, profits to the shareholders - to pay hospital and doctor with whatever is left. And good luck tryig to buy medical insurance with those GOP coupons at 65.
The reason this plan has gotten as far as it has - and every Republican in Congress has voted for it and Romney has supported it - - is because the average american doesn't really have an understanding of what is being proposed.So to remedy this, I think the National Democratic Committee would be wise to put a name on these coupons and repeat it over and over until every american does understand what the GOP has in store for them.
My best name - and in fairness it is probably the name that will be chosen anyway - is MEDICARE FREEDOM VOUCHERS.
Every Dem politician should say it over and over so at least the lines can be clearly drawn. i.e., vote republican in Novemberer and MEDICARE FREEDOM VOUCERS ARE COMING.
( Might print of a facimile of what they will look like as well.)