It is surprising to me that after all I’ve learned from my own reading and conversations on FW, that when I listen to most reporters commenting on the latest economic news they seem very unaware that the dynamics of global economics have changed the relevancy and accuracy of some of the old definitions and markers. But as we continue to discuss, the expectations and myths associated with economic growth must also be revised.

 

Thank you, everyone, for all that I’ve learned here.

 

2 current items, related.  KwC

 

And just because everyone needs a rest, I didn’t mention propaganda, war debt, unfunded mandates or corporate welfare. J

 

Hurricanes didn’t stop economy from growing  The U.S. economy grew briskly in the third quarter, despite the damage inflicted by hurricanes Katrina and Rita on the Gulf Coast and the bite of high energy prices on household budgets, the government reported yesterday.  Consumer spending quickened, businesses invested more and the government poured money into hurricane relief, causing the economy to expand at a 3.8 percent annual rate in the third quarter, the Commerce Department reported.

 

Economic activity would have expanded even more if the hurricanes hadn't destroyed homes and workplaces, disrupted shipping systems and pushed inflation higher, economists said.  The report "confirmed the resilience of the U.S. economy under strenuous circumstances," said Eugenio J. Alemn, senior economist at Wells Fargo Financial Market Strategies.

… consumer prices rose faster than after-tax incomes in the third quarter, leaving households with less purchasing power. And consumers spent more than their after-tax incomes, producing a negative personal saving rate for the first time since the government began collecting quarterly data in 1947.

"We expect that growth will slow in the fourth quarter, in large part because consumer spending growth will decline due to higher energy costs" and more sluggish auto sales, said Nigel Gault, U.S. economist for Global Insight. "But that should prove temporary, and growth will pick up again in the first half of 2006."

The nation's gross domestic product, a broad measure of the value of all goods and services produced, rose at a 3.8 percent annual rate in the third quarter, up from a 3.3 percent pace in the second quarter, the Commerce Department said. That first estimate of GDP growth could be revised in coming months.

The gain in economic momentum largely reflected faster growth in consumer spending, which accounts for about two thirds of economic activity, the Commerce Department said.

After-tax incomes rose at a 2.8 percent annual rate. But after adjusting for inflation, after-tax personal income fell at a 0.9 percent annual rate in the third quarter.  Because consumer spending rose faster than after-tax personal income, the personal saving rate fell to minus 1.1 percent in the third quarter from 0.1 percent in the second quarter. That indicates that people spent money from savings, borrowing or selling houses, stocks or other assets.

 

http://www.washingtonpost.com/wp-dyn/content/article/2005/10/28/AR2005102801991.html

 

Fastest Decline in Real Wages on Record: Inflation Up; Wages Down

By Jared Bernstein, an economist at the Economic Policy Institute, in Counterpunch, Oct. 28, 2005

Employers' wage costs grew 2.3% over the past year, the slowest growth rate on record, according to today's report from the Bureau of Labor Statistics. Factoring in the recent energy-driven increase in inflation, the real wage is down 2.3%, also the largest real loss on record for this series that began in 1981.  With hourly wages falling in real terms, the only way working families can raise their incomes is by working more hours-certainly not the path to improving living standards that we would expect in an economy posting strong productivity gains.

This 2.3% rate is a slight tick down from the 2.4%--the previous historical low--that prevailed for the last four quarters. Compensation-wages plus benefits-also grew more slowly in the third quarter of this year, up 3.1% over the same quarter last year, the slowest yearly growth in six years.

For the first time in this employers' costs report, the Bureau of Labor Statistics presented these values adjusted for inflation. Both wages and compensation are losing growth in real terms, down 2.3% and 1.5%, respectively, as slower nominal wage growth is colliding with faster inflation. In both cases, these are the largest yearly real losses on record.

This is a broad measure of earnings, including all civilian workers. It thus reveals an ongoing, important imbalance in this economic expansion. Overall measures of economic performance, such as gross domestic product, continue to perform well. For example, real GDP grew by 3.8% in the third quarter, above expectations and an acceleration over the 3.3% GDP growth rate of last quarter.

Yet the wage and compensation results show that this growth is failing to show up in hourly earnings.
This has two implications. First, the view that increasing labor costs are pushing up prices is clearly not supported by these data. There is no evidence of an over-heating labor market that needs to be cooled by Federal Reserve rate hikes. Second, the resulting stagnant hourly wages will make it hard for working families to truly get ahead.

http://www.counterpunch.org/bernstein10282005.html

 

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