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Many regulators and enforcement officials in the employment law world are on furlough. As a result, trials are getting halted; motions are going unanswered; claims are not being investigated; cases are getting stayed; and union elections are stopping. It all adds up to uncertainty and exasperation. |
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The big takeaway is job growth since the trough has been steady and slow. This has some surprising implications for Fed policy. It isn't in Wright's paper, but during the conference he presented another slide showing his chart of seasonal distortions with the start and stop dates of the Fed's asset purchase programs added on top. It turns out that the Fed stops buying assets after a few months of good job data only to restart buying once job growth slows, even though a proper measure of employment would show no acceleration or deceleration in job growth. In other words, the Fed has been reacting to meaningless data. (To be fair, staff economists at the Fed were aware of the seasonal issues caused by the Great Recession and updated their own measure of industrial production accordingly.) |
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* The program has contributed to gains of almost 20 percentin the S&P this year. The index is up 7.4 percent over the pastsix weeks, suggesting further gains may be harder to come by atcurrent levels. European shares rose 0.4 percent,boosted by optimism the Fed's policy would continue. |
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The last straw was the withdrawal of the San FranciscoEmployees' Retirement System, which voted to redeem its moneyfrom FX Concepts on Sept. 11, CNBC reported on Monday. Savagesaid reports by CNBC of clients leaving the fund "are on track." |
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