Joe Bidens enorme finanspakker, der skal sikre beskæftigelsen, erhvervslivet og investeringer, skygger for den ekstremt barske krise for beskæftigelsen i USA. Goldman Sachs har i en enkelt graf illustreret, hvor alvorlig krisen er. Den ramte i ét hug beskæftigelsen voldsommere end nogen anden krise. Men så kom der en hurtig forbedring – langt hurtigere end efter finanskrisen. Men er det nok til at rette op på det voldsomme jobtab? Beskæftigelsen er stadig 8-10 millioner under niveauet fra før pandemien.
Labor Slump to Bump
Despite signs of recovery in the global economy, scarring is still evident in the pace of the labor market recovery.
In the US, last Friday’s jobs report emphasized the supply and demand mismatches that may take longer to resolve before peak employment can be reached.
We expect policymakers to remain accommodative until a broader based recovery is underway.