Tag Archives: employment

This Time is Different

Those dreaded words you never want to hear as an investor.  But check out the Fortune Magazine graphic of this recession relative to others since the WWII.   Yes it’s a balance sheet problem and the economy needs more time to … Continue reading

Posted in Black Swan Watch, Charts, Demographics, Economics, Employment, Fiscal Policy, Policy, Politics | Tagged , , | 12 Comments

U.S. Nonfarm Employment – M/M Change in Selected Industries

(click here if chart is not observable)

Posted in Economics, Employment | Tagged , , | Leave a comment

Did the Russell 2000 predict the better than expected ADP?

Did you notice the better than expected ADP employment report this morning.  It was the largest monthly jump ever in this report, with most of the jobs created in small and medium sized businesses? Recall we wrote on January 3rd … Continue reading

Posted in Budget Deficit, Currency, Employment, Fiscal Policy, Muni Bonds, News, Policy, Politics | Tagged , , , , | 2 Comments

U.S Employment: 25 percent of Jobs Are In 15 Occupations

Interesting chart and detailed data on the profile of U.S. employment  from the Department of Labor.  Take a look at the Top 25 percent (x/ nurses) and you can see why employment is so sensitive to the “wealth effect” generated … Continue reading

Posted in Employment | Tagged , | 1 Comment

Lumber Rising…….Jobs to Follow?

We wrote yesterday of the almost 50 percent increase in lumber prices since mid-June and how it bodes well for the U.S. labor market.  We’ve constructed a cleaner chart to show how nonfarm employment moves with lumber. Though prices are … Continue reading

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