Friday, October 5, 2012

7.8%

7.8%?

Is this a fix?  Not a chance.

We respect Jack Welch but on this occasion – claiming today’s number was gamed by the Obama camp - he came untethered.

The truth is that the 7.8% is part quirk, due to sampling volatility, and, part due to a declining labor force the past year (1.1MM folks disappeared).

There is no change in the labor picture – consistent with about 1.8% growth.

There will be a change in the labor picture however given the end to Obama’s interventionist policies.


Robert Craven

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