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Showing posts from April 2, 2011

Unemployment numbers out for March, recovery on it's way?

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Yesterday the BLS issued a very positive report suggesting that unemployment across the board went down to levels we have not seen in a year.  Here is a snapshot: Even the number that I always pay attention to, U-6, shaved almost 2% in one year.  There is no way to spin this, this is an improvement when viewed alone.  If we are primary a consumer driven economy then getting people back to work is the only way to recover true organic growth.   So what gives?  For a long time many skeptics including myself have been suggesting that we are going to see higher and higher unemployment, stating so even as early as last year.  I think there is a very clear explanation and incidentally this is precisely the same explanation that has us staring at $108 oil and soon to be $4 gasoline.  The federal reserve has been furiously pumping money into the economy, the same money he was unable to pump in two years ago due to bank's refusals to lend.  The...