Category Archives: labor market

Glick, Leduc, Pepper: “Will Workers Demand Cost-of-Living Adjustments?”

That’s the title of a recent SF Fed Economic Letter, by Reuven Glick, Sylvain Leduc, and Mollie Pepper.

Households are currently expecting inflation to run high in the short run but to remain muted over the more distant future. Given this divergence, what role do short-run and long-run household inflation expectations play in determining what workers expect for future wages? Data show that wage inflation is sensitive to movements in household short-run inflation expectations but not to those over longer horizons. This points to an upside risk for inflation, as workers negotiate higher wages that businesses could pass on to consumers by raising prices.

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So You Think We’re In a Recession as of End-July – UI Initial Claims Edition

Some observers argue the rise in unemployment insurance claims signals we are in, or soon to be, in a recession (e.g., [1]). Here’s an alternative view (A follow up on “So you think we might be in a recession today” Part IPart IIPart IIIPart IVPart VPart VI, as well as “So you think we might be in recession as of mid-June”, Part I and Part II, and “So you think we might be in a recession as of mid-July”.)

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So You Think We’re in a Recession as of Mid-July?

Employment situation release data for July, and Weekly data and Google/big data through July 29th, on the US economy (follow up on Part IPart IIPart III, Part IV, Part V, Part VI, as well as “So you think we might be in recession as of mid-June”, Part I and Part II) – a rejoinder to a reader’s view expressed (yesteroday!yesterday[my mistake – MDC]) “based on the indicators I track, yes, I think we are in continuing recession, and I expect a hard reset of the economy in H2.”

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