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发帖数: 4174 | 1 http://www.huffingtonpost.com/steve-clemons/labor-day-good-news
But I've always had respect for contrarian views -- and I found one in my
inbox a few days ago from the insightful research operation of the ISI Group.
The preamble to the report opened: "We are not trying to look at economic
releases through 'rose colored' glasses, but the distinctly negative climate
in the U.S. three weeks ago has since brightened."
Something to consider on this rather gloomy Labor Day are the ISI Group's
observations:
1. Monster online employment index continues to trend up.
2. Consumer confidence is generally rebounding.
3. Chain-store sales were solid in August.
4. Motor vehicle sales were solid in August.
5. Mfg PMI was better than expected (even after adjusting for the
quality of the indicators, most notably inventories).
6. Household employment jumped.
7. Temp employment is up two months in a row.
8. Unemployment claims are trending lower.
9. Verizon workers returned to work, which should add about 45,000
to September's gain.
10. Historically, September-to-November job growth is above the long-
term average gain.
So, while today is cloudy, there is some hope that America's no-job-growth
economy may be tilting slightly up for workers in coming months.
Let's hope the ISI Group's view holds. |
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