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Recession in the US 'has arrived' | Recession in the US 'has arrived' |
(38 minutes later) | |
The feared recession in the US economy has already arrived, according to a report from Merrill Lynch. | The feared recession in the US economy has already arrived, according to a report from Merrill Lynch. |
It said that Friday's employment report, which sent shares tumbling worldwide, confirmed that the US is in the first month of a recession. | It said that Friday's employment report, which sent shares tumbling worldwide, confirmed that the US is in the first month of a recession. |
Its view is controversial, with banks such as Lehman Brothers disagreeing. | Its view is controversial, with banks such as Lehman Brothers disagreeing. |
But a reserve member of the committee that sets US rates warned that it could do little about the below-trend growth expected in the next six months. | |
"I am concerned that developments on the inflation front will make the Fed's policy decisions more difficult in 2008," Charles Plosser, president of the Federal Reserve Bank of Philadelphia said. | |
He was referring to the problems faced by the US Federal Reserve, which might want to cut interest rates to avoid a recession, but is worried about inflationary factors such as $100-a-barrel oil. | |
'Significant decline' | |
An official ruling on whether the US is in recession is made by the National Bureau of Economic Research, but this decision may not come for two years. | An official ruling on whether the US is in recession is made by the National Bureau of Economic Research, but this decision may not come for two years. |
The NBER defines a recession as "a significant decline in economic activity spread across the economy, lasting more than a few months". | The NBER defines a recession as "a significant decline in economic activity spread across the economy, lasting more than a few months". |
It bases its assessment on final figures on employment, personal income, industrial production and sales activity in the manufacturing and retail sectors. | It bases its assessment on final figures on employment, personal income, industrial production and sales activity in the manufacturing and retail sectors. |
Merrill Lynch said that the figures showing the jobless rate hitting 5% in December were the final piece in that puzzle. | Merrill Lynch said that the figures showing the jobless rate hitting 5% in December were the final piece in that puzzle. |
"According to our analysis, this isn't even a forecast any more but is a present day reality," the report said. | "According to our analysis, this isn't even a forecast any more but is a present day reality," the report said. |
'Actual downturn' | 'Actual downturn' |
But NBER president Martin Feldstein denied Merrill's claims. | But NBER president Martin Feldstein denied Merrill's claims. |
"I think we're not in a recession now," he told CNBC. | "I think we're not in a recession now," he told CNBC. |
"But I think there is a serious risk that it could get worse and we could see an actual downturn," he added. | "But I think there is a serious risk that it could get worse and we could see an actual downturn," he added. |
Merrill said that the current consensus view on Wall Street that there is a good chance of avoiding a recession is "in denial". | Merrill said that the current consensus view on Wall Street that there is a good chance of avoiding a recession is "in denial". |
It also objected to the use of euphemistic terms for the state of the economy. | It also objected to the use of euphemistic terms for the state of the economy. |
"To say that the backdrop is 'recession like' is akin to an obstetrician telling a woman that she is 'sort of pregnant'," the report said. | "To say that the backdrop is 'recession like' is akin to an obstetrician telling a woman that she is 'sort of pregnant'," the report said. |
Housing figures | |
There were further signs of the housing slowdown that has sparked off the problems in the US economy in home sale figures. | |
Pending sales of existing homes fell 2.6%, according to the National Association of Realtors, which saw its pending sales index drop to 87.6 in November, 19.2% below the point it was at a year ago. | |
The figures were better than expected, however, because October's index reading was revised upwards from 87.2 to 89.9. |