Elderly Reveal Japan Grows Without Wage Growth: Cutting Research Bloomberg 07-25-13

Salient to Investors: Kyohei Morita and Yuichiro Nagai at Barclays said: Abe’s policies can succeed even if wages don’t immediately accompany price increases, because 2.21 million people born between 1947 and 1949 are starting to retire and will become buyers rather than workers and savers, even as the total population declines.

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Job Seekers’ Optimism Seen Prolonging Low Fed Rates: Economy – Bloomberg 07-23-13

Salient to Investors: A strengthening economy that cause more Americans to seek work would paradoxically make it harder to lower the unemployment rate to the Fed’s target level. The BLS estimates there are 2.6 million interested in working who remained outside of the labor force because of discouragement, illness, or school. Joel Prakken at Macroeconomic

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How Demographics Hold Back U.S. Job Creation – Bloomberg 07-22-13

Salient to Investors: A. Gary Shilling at A. Gary Shilling & Co writes: The total labor-force participation rates tend was 63.5 percent in June 2013 versus 67.4 percent in early 2000. The participation rates of 16-to 24-year-olds has declined sharply since 2000 as slow economic growth, limited jobs and rising unemployment rates have encouraged

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How Roosevelt Harnessed Economic Recovery – Bloomberg 07-22-13

Salient to Investors: Philip Scranton at Rutgers University writes: As in earlier economic recoveries, in 1933 US production began increasing more quickly than workers could find jobs – manufacturers commonly extended employees’ weekly hours instead of rehiring. To generate employment and wages gains much faster in the initial stages of the

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