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Friday, April 04, 2014

Lack of Productive Income Dooms Lack of Demand

Lack of Productive Income Dooms Lack of Demand

Wage growth has not kept pace with overall income, more than suggesting financial-driven concentration (aided by the increase in government transfers). In 1979, wages constituted just less than 70% of DPI; by 1996 it was 61.7% before rebounding in the late 1990’s to almost 67%. By the time the Great Recession began, wages were down to 60% of DPI, bottoming out under 56%. The proportion has only slightly retraced, now at 57.3%.

**The net result is exactly what we see today, an economy that appears to be stuck for a lack of demand. However, that is but a symptom of the real problem, namely that financialism replaced productive behavior. ** Now we see the downside of that predicament as serious stresses in financial channels have disabled the current economy’s ability to replicate the illusion of stability from the previous periods. So households outside of the asset inflation channel are left with this:

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