Category Archives: labor market

Consumer Confidence, Inflation and Unemployment

There’s a lot of discussion regarding the negative impact of inflation on consumer sentiment. That’s definitely there – but unemployment also has a negative impact. And there is a (at least short run) tradeoff between the two. Relevantly, what would unemployment be in the absence of the American Recovery Plan, the CARES Act, and expansionary monetary policies of the Fed?

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Some Trends in Real Wages

An argument increasingly being made is that inflation is being built into wage demands in a context of really tight labor markets, and this would induce a wage-price spiral. This outcome is plausible, but I think it’s useful to compare wages against CPI to see if wages are really abnormally high, and are starting to rise in tandem with inflation. [text corrected 8/13]

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