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MEETINGS August 21, 1970 Dear Jack: A Liaison Committee meeting Friday morning, 7:30 a.m., October 16, would be fine. Regards, Paul W. McCracken Mr. John W. Burke, Jr. Executive Secretary The Business Council 888 Seventeenth Street N.W. Washington, D.C. 20006 Reproduced at the Richard Nixon Presidential Library 20 AUG 1970 PM FRED J. BORCH RUSSELL DeYOUNG Chairman Vice Chairman JOHN W. BURKE, JR. THE BUSINESS COUNCIL PATRICK E. HAGGERTY Executive Secretary Vice Chairman 888 SEVENTEENTH STREET, N.W. JOHN D. HARPER WASHINGTON, D.C. 20006 Vice Chairman Telephone Area Code 202 BIRNY MASON, JR. 298-7650 Vice Chairman ACTIVE MEMBERS J. PAUL AUSTIN FREDERICK B. DENT J. K. JAMIESON OTTO N. MILLER WILLIAM M. BATTEN RUSSELL DeYOUNG EDGAR F. KAISER HOWARD MORGENS S. D. BECHTEL, JR. C. DOUGLAS DILLON GEORGE E. KECK ROGER MILLIKEN EUGENE N. BEESLEY HENRY FORD II J. WARD KEENER W. B. MURPHY BENJAMIN F. BIAGGINI HENRY W. GADSDEN DONALD M. KENDALL T. F. PATTON JAMES H. BINGER A. H. GALLOWAY JOHN R. KIMBERLY JAMES M. ROCHE FRED J. BORCH EDWIN H. GOTT JOSEPH L. LANIER DAVID ROCKEFELLER HARLLEE BRANCH, JR. ELISHA GRAY II RALPH LAZARUS H. I. ROMNES STUART T. SAUNDERS WILLIAM S. BREWSTER R. V. HANSBERGER BARRY T. LEITHEAD L. B. SMITH DONALD C. BURNHAM JOHN D. HARPER EDMUND W. LITTLEFIELD CHARLES H. SOMMER, JR. HOWARD L. CLARK ELLISON L. HAZARD GEORGE H. LOVE FRANK STANTON JOHN T. CONNOR WILLIAM A. HEWITT MALCOLM MacNAUGHTON CHARLES B. THORNTON C. W. COOK MILTON P. HIGGINS S. M. McASHAN, JR. LYNN A. TOWNSEND JOHN E. CORETTE JACK K. HORTON CHARLES B. McCOY THOMAS J. WATSON, JR. BERT S. CROSS AMORY HOUGHTON, JR. GORDON M. METCALF GEORGE H. WEYERHAEUSER JOHN H. DANIELS GILBERT W. HUMPHREY IRWIN MILLER HENRY S. WINGATE August 19, 1970 The Honorable Paul W. McCracken, Chairman Council of Economic Advisers Executive Office Building, Room 312 Washington, D. C. 20506 Dear Paul: It is good news to know that you will be with us in October and you will be hearing a great deal more from us as the meeting date approaches. I will arrange to have the Liaison Committee meet with you at breakfast at 7:30 a. m. on the morning of Friday, October 16th, but, if you would prefer Saturday, the 17th, please let me know. With kindest personal regards, Sincerely, June John W. Burke, Jr. Executive Secretary Reproduced at the Richard Nixon Presidential Library Bus. Council Mtg. Folder November 10, 1970 Dear Mil: Those were good comments in your letter of October 28, and I appreciated your sending them along. I certainly agree that the CPI was never intended to be so accurate that changes of a few tenths of a percent would be headline news. No one would pretend that such an amor- phous thing as "the general price level" can even be measured within that margin of accuracy. The greater emphasis on the inter-relationships between productivity, costs, prices, and real income is a sound idea. We are going to accent that a bit more in our next Inflation Alert. Regards, Paul W. McCracken Mr. W. M. Batten Chairman of the Board J. C. Penney Company, Inc. 1301 Avenue of the Americas New York, New York 10019 Reproduced at the Richard Nixon Presidential Library J.C. PENNEY COMPANY, INC. 1301 AVENUE OF THE AMERICAS, NEW YORK, N.Y. 10019 October 28, 1970 W.M. BATTEN CHAIRMAN OF THE BOARD Mr. Paul W. McCracken, Chairman Council of Economic Advisers Executive Office Building Washington, D.C. 20506 Dear Paul: Thank you for your letter of October 22 about the Hot Springs visit. I greatly appreciated the oppor- tunity to talk with you. For the record, I would like to comment again on a matter we discussed - the need for some device that would provide an educational peg for the relationship between productivity, wages and prices. Even the opponents of the previous Guideposts, I believe, were in general agreement that they had some educational value. We are a nation of economic illiterates and I am not naive enough to think that one small action is going to solve our problems, but it might be of some help. The CPI was not devised to be used as it is today. While I am not qualified to comment on its validity, because it is a technical matter, I have listened to many people who claim we need a better index for measuring the changes in cost of living. When the CPI is released each month, it is a big news item in the press, radio and TV. Its impact on the thinking of the general public has been growing. It tends to make everyone feel "poorer" even if their own personal situation has not been significantly affected. Paul, none of these comments is new. Perhaps my rambling thoughts boil down to two points. One, an evaluation of the CPI as presently constituted to determine its validity Reproduced at the Richard Nixon Presidential Library - 2 - as a measure of the cost of living, and two, issuance on a regular basis of information about productivity which could then be used as an educational device. I plan to meet with some of our key people to see what we can do internally to create a better understanding among our own associates on the relationship between productivity, prices and wages. Pardon the length of this letter. With warmest regards. Sincerely yours, This wmb ez Reproduced at the Richard Nixon Presidential Library Processors of agricultural products pm ADM ARCHER DANIELS MIDLAND COMPANY DECATUR, ILLINOIS 62525 TELEPHONE 217/423-2571 CHAIRMAN OF THE BOARD October 20, 1970 Dr. Paul W. McCracken Chairman Council of Economic Advisers Washington, D. C. Dear Dr. McCracken Thank you for your thoughtful note about the meeting at The Homestead. It is extremely interesting and stimulating for me to be a part of these sessions. I look forward to our next meeting with great enthusiasm. With all best regards Sincerely John H. John Daniels JHD:lm Reproduced at the Richard Nixon Presidential Library FRED J. BORCH pm RUSSELL DeYOUNG Chairman Vice Chairman JOHN W. BURKE, JR. THE BUSINESS COUNCIL PATRICK E. HAGGERTY Executive Secretary Vice Chairman 888 SEVENTEENTH STREET, N.W. JOHN D. HARPER WASHINGTON, D.C. 20006 Vice Chairman Telephone Area Code 202 BIRNY MASON, JR. 298-7650 Vice Chairman ACTIVE MEMBERS J. PAUL AUSTIN FREDERICK B. DENT J. K. JAMIESON OTTO N. MILLER WILLIAM M. BATTEN RUSSELL DeYOUNG EDGAR F. KAISER HOWARD MORGENS S. D. BECHTEL, JR. C. DOUGLAS DILLON GEORGE E. KECK ROGER MILLIKEN EUGENE N. BEESLEY HENRY FORD II J. WARD KEENER W. B. MURPHY BENJAMIN F. BIAGGINI HENRY W. GADSDEN DONALD M. KENDALL T. F. PATTON JAMES H. BINGER A. H. GALLOWAY JOHN R. KIMBERLY JAMES M. ROCHE FRED J. BORCH EDWIN H. GOTT JOSEPH L. LANIER DAVID ROCKEFELLER HARLLEE BRANCH, JR. ELISHA GRAY = RALPH LAZARUS H. 1. ROMNES WILLIAM S. BREWSTER STUART T. SAUNDERS R. V. HANSBERGER BARRY T. LEITHEAD L. B. SMITH DONALD c. BURNHAM JOHN D. HARPER EDMUND W. LITTLEFIELD CHARLES H. SOMMER, JR. HOWARD L. CLARK ELLISON L. HAZARD GEORGE H. LOVE FRANK STANTON JOHN T. CONNOR WILLIAM A. HEWITT MALCOLM MacNAUGHTON CHARLES B. THORNTON C. W. COOK MILTON P. HIGGINS S. M. McASHAN, JR. LYNN A. TOWNSEND JOHN E. CORETTE JACK K. HORTON CHARLES B. McCOY THOMAS J. WATSON, JR. BERT S. CROSS AMORY HOUGHTON, JR. GORDON M. METCALF GEORGE H. WEYERHAEUSER JOHN H. DANIELS GILBERT W. HUMPHREY IRWIN MILLER HENRY S. WINGATE October 28, 1970 The Honorable Paul W. McCracken, Chairman Council of Economic Advisers Executive Office Building, Room 312 Washington, D. C. 20506 Dear Paul: I am writing to thank you for quarterbacking the government panelists during our panel discussion on the economy at this month's session of The Business Council. The format of a panel discussion was not new to the Council, but this was the first time we had the entire government first-string economic team on hand at one time. The main presentations by you and Arthur Burns certainly stood out as highlights. I especially appreciated the informativeness of your prepared remarks and the insights offered in your comments regarding the limitations on govern- ment action and the need for the business community to involve itself at an early stage in problem areas. I hope you share with me the belief that constructive dialogues like the one which developed at the Saturday session are a useful tool in winning a better understanding on the part of all of us regarding economic problems and their solutions. Yours was certainly an effective contribution to that understanding. Sincerely Fred Fred J. Borch /lat Chairman Reproduced at the Richard Nixon Presidential Library MEETINGS October 29, 1970 Dear Steve: Thank you for your letter of October 19 and the enclosed notes. The meeting at the Business Council was, I thought, an interesting one, and the "Washington Listens" format is one that undoubtedly ought to be used more. If I were to enter a modest note of difsent, it would be that Washington is quite aware of the wage-cost-price problem. The problem is to find effective ways to get at it that are politically acceptable. Your own paper is, however, constructive here. Regards, Paul W. McCracken Mr. S. D. Bechtel, Jr. President Bechtel Corporation Fifty Beale Street San Francisco, California 94119 filed: MEETINGS Reproduced at the Richard Nixon Presidential Library 55 Bechtel Corporation Engineers - Constructors pm Stephen D. Bechtel, Jr. Fifty Beale Street President San Francisco, CA 94119 October 19, 1970 Dr. Paul McCracken, Chairman Council of Economic Advisors Washington, D. C. Dear Dr. McCracken: I sincerely hope our discussions at the Business Council meeting and at the White House last weekend led to better understanding by all concerned of the crisis situation con- cerning construction labor costs. As you requested, I am attaching a copy of the paper from which I spoke. In view of the time limit and the comments of earlier speakers I did omit a few parts of it. In light of the reports in the press referring to comments on construction at the Business Council meeting, I would like to be sure that everyone understands that I do not advocate "union busting". There are some bad imbalances in our present structure and severe abuses in labor prac- tices on construction. Any practical solution to these problems must be done in light of the proper role for responsible labor unions in our society. If you desire to have additional discussions with me con- cerning the government's role and possible future action, I would be most pleased to meet with you in Washington or elsewhere at our earliest mutual convenience. Respectfully, S. D. Bechtel, Jr. SDBJr:jmh Reproduced at the Richard Nixon Presidential Library OFF THE RECORD; 10/16/70 NOT FOR PUBLICATION S. D. BECHTEL, JR. REMARKS TO BUSINESS COUNCIL RE: CONSTRUCTION INDUSTRY PROBLEMS OCTOBER 17, 1970 Introduction: I welcome this opportunity to discuss the most important economic problem of the construction industry, and perhaps of our total economy: that is, construction-labor cost increases. Construction, Inflation & The National Economy: I will not take much time reiterating background, or proving the strong tie between soaring construction labor costs and inflation in the national economy. Let me quickly give you some perspective on the magnitude and severity of the problem: First: Construction, including maintenance and repair, is the biggest single industry in the United States, currently accounting for about 120 billion dollars or thirteen percent of the GNP. Second: Labor settlements in the first six months of 1970 provided for average first-year increases, of wages and fringes, of about nineteen percent, or about 88 cents per hour. The average annual increase over the life of the agreements is fifteen percent. About half of these agreements are for three years. Third: You recall the great fragmentation of our industry: - With 900, 000 contractors, - 10,000 local unions, Reproduced at the Richard Nixon Presidential Library - 2 - - and about 30, 000 different labor agreements, most of which are separately negotiated at the local level between local contractor groups and the "locals" of the unions. Problem Areas Now: Focusing on the specific problem areas, three factors are the primary causes for the present run-away inflation in construction: First: The extremely large wage-rate increases, Second: The substantial decline in output by building-trade workers, Third: The shortage of skilled construction craftsmen. While many of you are becoming aware of the excessively large wage-rate increases, I suspect that most people do not realize the great effect in the last couple of years on construction labor costs from reduced productivity and shortages of skilled manpower. These two factors are at least equal to, and perhaps bigger than, increasing wage rates as contribu- tors to our industry's present inflationary spiral. Possible Solutions: With an eye on the clock I turn now to solutions: what are the cures for this "sick situation"? Why have not we contractors already cleaned up this mess ? Gentlemen, let's face the "facts of life": The economic and political forces dominating our industry pushed us to where we are now! !! The structure of the industry with the great strength of the unions, with the fragmentation of the contractors, with the local approach to labor negotiations, and with the present legislation, the damaging court decisions, and adverse administrative in- terpretations, all make it impossible, for us alone, to solve our major problems. Corrective Efforts by Private Sector: Some of us in the industry have been trying, however, and, I think, are starting to bring about improvements. Some results are finally being achieved to close ranks and develop an industry-wide Reproduced at the Richard Nixon Presidential Library -3- cooperative approach to labor matters. The Council of Construction Employers, which has representatives from several contractor associations, is becoming more effective and now meets regularly to review construction labor problems. We anticipate further strengthening of this organization. Two major contractor associations, the NCA and AGC, for many years bitter rivals, are starting to work together and are active participants in the Council of Construction Employers. Also, the AGC and NCA are jointly sponsoring multi-employer legislation, for area bargaining on a multi-trade basis, with common expiration dates, all of which would consolidate and strengthen employer bargaining. Another concrete program is an effort by a major contractor association to negotiate a special agreement with the building trades unions, to improve manpower supply and productivity and to control illegal strikes. The agreement is in relatively final form and once signed by the Building Trade presidents, all contractor associations will be able to become a party to it. We are hopeful it will be concluded within the next few weeks. On another front, last year many top business leaders recognized the effect that construction wage-increases were having on wages across many other industries. They also recognized the inability of construction alone to correct the problems. They formed the "Construction Users Anti- Inflation Roundtable". This group has already done some very good work, and results are starting to show. Many of you here are members of the Roundtable. I urge that you continue to support Roger Blough and the Roundtable. Government's Role: Over the last year, our Federal Government has shown concern for the problems in construction and their effect on the national economy. How- ever, I understand, and I hope in error, that the Administration has recently said, in effect, that it cannot, or will not, do much to help solve the labor problems in construction on the basis that the unions and manage- ....3 ment should correct the problems by the exercise of "reason", "moderation" and "self-restraint". I strongly subscribe to the theory of non-intervention by government when the private sector is capable of resolving its own problems. However, looking at the construction industry from a practical viewpoint, the record is clear that, within its present structure, the private sector alone cannot do the job. Reproduced at the Richard Nixon Presidential Library - 4 - I refer again to the fragmented industry and the enormous, concentrated and legally-sanctioned power of the Building Trade Unions. It is essential that government provide help and leadership. As Roger Blough has stated: "The Federal Government is clearly the largest con- struction user and it also has a 'Governmental Obligation', a leadership role which can not be delegated or deferred". Government Actions Needed: Turning directly to my assignment here this morning, "suggestions for action by the government", the following are my observations: First, I was particularly encouraged, last fall, by the Adminis- tration's efforts to reduce its own direct impact on construction-industry inflation by deferring government construction and minimizing overtime. Cabinet Committee: The establishment of the "Cabinet Committee on Construction" was a most important step forward; and I fervently hope that this Committee, with its top-level membership, will counsel for stronger and more effective Administration policies and programs for construction. Collective Bargaining Commission: I believe the concept of the Construction Industry Collective Bargaining Commission is good and I certainly endorse, in principle, the Commission's "Nine Point Program". However, many people in our in- dustry think this Commission is strictly an informal talking group and will not result in much action. I hope this Commission will show more concrete accomplishments in the near future. Productivity Commission: The National Productivity Commission focuses on one of the major problems of all industry. With construction having some of the worse pro- ductivity problems of any industry, I strongly urge that this Commission give considerable attention specifically to construction-labor productivity problems and their solution. Multi-Employer Regional Bargaining: I am greatly encouraged by the Secretary of I abor's recent support for changing the bargaining concepts in our industry. I fully endorse the multi-employer regional bargaining proposal; and I urge that Reproduced at the Richard Nixon Presidential Library - 5 - the Administration join with the contractors' associations, who are supporting this program, and push legislation for enactment at the earliest possible date. Shortage of Manpower: It is a mistake to conclude from the recent unemployment figures that the entire construction industry has unemployment problems. To the contrary, today, there is an acute shortage of skilled men for heavy and industrial construction. The proposed government programs for training armed-forces personnel and minority groups, and for improved apprentice utilization should be encouraged and expanded to include retraining of the currently unemployed and specialty training in the construction trades for all of these groups. The barriers of the restricted hiring hall procedures must be eliminated to facilitate freer hiring. More on this subject later. Other Government Action: Additional Federal Government action is necessary at this time. I recommend the following: First: The Administration should actively and properly enforce existing labor legislation which was intended to eliminate the "Closed Shop". Make no mistake, - -- "union hiring halls", as presently operated in the construction industry, result in "Closed Shop" operations. Second: The N. L. R. B. administrative procedures should be altered to speed relief in all cases of illegal strikes and other violations of labor contracts. Third: In connection with the Davis-Bacon Act, at the very least, the Administration should alter the guidelines used by the Department of Labor so that wage rates are no longer established on the basis of the highest rates in "adjacent" areas. Fourth: The Administration should conduct a well-organized campaign to modernize outmoded and often conflicting building codes throughout the country. I understand Reproduced at the Richard Nixon Presidential Library - 6 - that the Bureau of Standards has such an assign- ment; but it needs a real push. Existing archaic restrictions reduce the use of new technology and must be eliminated. Fifth: Lastly, I suggest that the Administration aggressively sponsor labor reform legislation relating strictly to the construction industry. The size and nature of our industry and its overall effect on the national economy certainly justify a separate act; and many of the cor- rective features urgently needed for construction are not applicable or required for other industries. In addition to a number of my previous recommendations, such legislation should include the following provisions: (A) Identify and preserve management's rights, including freedom of hiring and elimination of supervision from existing collective bargaining units. (B) Strengthen enforcement procedures and place appropriate penalties for illegal strikes and violations of labor agreements. (C) Eliminate the multitude of on-site feather- bedding practices and restrictions against off-site fabrication. (D) Return needed authority and responsibility to the heads of the international unions to give them the power necessary to control small militant groups at the local union level who, in violation of labor agreements, seriously disrupt the orderly conduct of many construction projects. Conclusion: Gentlemen, we have an extremely bad situation in construction today. Some of us in the industry have been working to bring about im- provements; however, without strong assistance from the balance of the private sector and substantial corrective action by the Government, the job will not get done. Reproduced at the Richard Nixon Presidential Library - 7 - You, the leaders of our country, will have to make your own judgment as to the severity of the construction labor problem and the extent of its influence on the health of our national economy. If you agree with me that the construction labor situation is an economic crisis of major national importance, that it is intolerable, and that it must be corrected; then I hope you also agree that the Federal Government must inject itself, give strong leadership, and protect the people of our country against the most cancerous source of inflation in our national economy today. Reproduced at the Richard Nixon Presidential Library MEMORANDUM THE WHITE HOUSE WASHINGTON October 23, 1970 MEMORANDUM FOR DR. MC CRACKEN FROM: PETER FLANIGAN PIUD I presume that Bechtel sent you the attached. If not, it occurs to me that as the Chairman of the Cabinet Committee on Construction Costs this should be seen by you. Reproduced at the Richard Nixon Presidential Library Bechtel Corporation Engineers - Constructors Stephen D. Bechtel, Jr. Fifty Beale Street President San Francisco, CA 94119 October 20, 1970 Mr. Peter Flanigan Special Assistant to the President White House Office Washington, D. C. Dear Peter: I sincerely hope our discussions at the Business Council meeting and at the White House last weekend led to better understanding by all concerned of the crisis situation con- cerning construction labor costs. In the event further reference to my comments and sugges- tions would be helpful, I am attaching a copy of the paper from which I spoke. In view of the time limit and the comments of earlier speakers, I did omit a few parts of it. In light of the reports in the press referring to comments on construction at the Business Council meeting, I would like to be sure that everyone understands that I do not advocate "union busting". There are some bad imbalances in our present structure and severe abuses in labor prac- tices on construction. Any practical solution to these problems must be done in light of the proper role for responsible labor unions in our society. If you have any questions or suggestions, I would be delighted to hear from you. Sincerely, S. D. Bechtel, Jr. SDBJr:jmh Reproduced at the Richard Nixon Presidential Library OFF THE RECORD; 10/16/70 NOT FOR PUBLICATION S. D. BECHTEL, JR. REMARKS TO BUSINESS COUNCIL RE: CONSTRUCTION INDUSTRY PROBLEMS OCTOBER 17, 1970 Introduction: I welcome this opportunity to discuss the most important economic problem of the construction industry, and perhaps of our total economy: that is, construction-labor cost increases. Construction, Inflation & The National Economy: I will not take much time reiterating background, or proving the strong tie between soaring construction labor costs and inflation in the national economy. Let me quickly give you some perspective on the magnitude and severity of the problem: First: Construction, including maintenance and repair, is the biggest single industry in the United States, currently accounting for about 120 billion dollars or thirteen percent of the GNP. Second: Labor settlements in the first six months of 1970 provided for average first-year increases, of wages and fringes, of about nineteen percent, or about 88 cents per hour. The average annual increase over the life of the agreements is fifteen percent. About half of these agreements are for three years. Third: You recall the great fragmentation of our industry: - With 900, 000 contractors, - 10,000 local unions, Reproduced at the Richard Nixon Presidential Library - 2 - - and about 30, 000 different labor agreements, most of which are separately negotiated at the local level between local contractor groups and the "locals" of the unions. Problem Areas Now: Focusing on the specific problem areas, three factors are the primary causes for the present run-away inflation in construction: First: The extremely large wage-rate increases, Second: The substantial decline in output by building-trade workers, Third: The shortage of skilled construction craftsmen. While many of you are becoming aware of the excessively large wage-rate increases, I suspect that most people do not realize the great effect in the last couple of years on construction labor costs from reduced productivity and shortages of skilled manpower. These two factors are at least equal to, and perhaps bigger than, increasing wage rates as contribu- tors to our industry's present inflationary spiral. Possible Solutions: With an eye on the clock I turn now to solutions: what are the cures for this "sick situation"? Why have not we contractors already cleaned up this mess ?? Gentlemen, let's face the "facts of life": The economic and political forces dominating our industry pushed us to where we are now! The structure of the industry with the great strength of the unions, with the fragmentation of the contractors, with the local approach to labor negotiations, and with the present legislation, the damaging court decisions, and adverse administrative in- terpretations, all make it impossible, for us alone, to solve our major problems. Corrective Efforts by Private Sector: Some of us in the industry have been trying, however, and, I think, are starting to bring about improvements. Some results are finally being achieved to close ranks and develop an industry-wide Reproduced at the Richard Nixon Presidential Library -3- cooperative approach to labor matters. The Council of Construction Employers, which has representatives from several contractor associations, is becoming more effective and now meets regularly to review construction labor problems. We anticipate further strengthening of this organization. Two major contractor associations, the NCA and AGC, for many years bitter rivals, are starting to work together and are active participants in the Council of Construction Employers. Also, the AGC and NCA are jointly sponsoring multi-employer legislation, for area bargaining on a multi-trade basis, with common expiration dates, all of which would consolidate and strengthen employer bargaining. Another concrete program is an effort by a major contractor association to negotiate a special agreement with the building trades unions, to improve manpower supply and productivity and to control illegal strikes. The agreement is in relatively final form and once signed by the Building Trade presidents, all contractor associations will be able to become a party to it. We are hopeful it will be concluded within the next few weeks. On another front, last year many top business leaders recognized the effect that construction wage-increases were having on wages across many other industries. They also recognized the inability of construction alone to correct the problems. They formed the "Construction Users Anti- Inflation Roundtable". This group has already done some very good work, and results are starting to show. Many of you here are members of the Roundtable. I urge that you continue to support Roger Blough and the Roundtable. Government's Role: Over the last year, our Federal Government has shown concern for the problems in construction and their effect on the national economy. How- ever, I understand, and I hope in error, that the Administration has recently said, in effect, that it cannot, or will not, do much to help solve the labor problems in construction on the basis that the unions and manage- ment should correct the problems by the exercise of "reason", "moderation" and "self-restraint". I strongly subscribe to the theory of non-intervention by government when the private sector is capable of resolving its own problems. However, looking at the construction industry from a practical viewpoint, the record is clear that, within its present structure, the private sector alone cannot do the job. Reproduced at the Richard Nixon Presidential Library - 4 - I refer again to the fragmented industry and the enormous, concentrated and legally-sanctioned power of the Building Trade Unions. It is essential that government provide help and leadership. As Roger Blough has stated: "The Federal Government is clearly the largest con- struction user and it also has a 'Governmental Obligation', a leadership role which can not be delegated or deferred". Government Actions Needed: Turning directly to my assignment here this morning, "suggestions for action by the government", the following are my observations: First, I was particularly encouraged, last fall, by the Adminis- tration's efforts to reduce its own direct impact on construction-industry inflation by deferring government construction and minimizing overtime. Cabinet Committee: The establishment of the "Cabinet Committee on Construction" was a most important step forward; and I fervently hope that this Committee, with its top-level membership, will counsel for stronger and more effective Administration policies and programs for construction. Collective Bargaining Commission: I believe the concept of the Construction Industry Collective Bargaining Commission is good and I certainly endorse, in principle, the Commission's "Nine Point Program". However, many people in our in- dustry think this Commission is strictly an informal talking group and will not result in much action. I hope this Commission will show more concrete accomplishments in the near future. Productivity Commission: The National Productivity Commission focuses on one of the major problems of all industry. With construction having some of the worse pro- ductivity problems of any industry, I strongly urge that this Commission give considerable attention specifically to construction-labor productivity problems and their solution. Multi-Employer Regional Bargaining: I am greatly encouraged by the Secretary of Labor's recent support for changing the bargaining concepts in our industry. I fully endorse the multi-employer regional bargaining proposal; and I urge that Reproduced at the Richard Nixon Presidential Library - 5 - the Administration join with the contractors' associations, who are supporting this program, and push legislation for enactment at the earliest possible date. Shortage of Manpower: It is a mistake to conclude from the recent unemployment figures that the entire construction industry has unemployment problems. To the contrary, today, there is an acute shortage of skilled men for heavy and industrial construction. The proposed government programs for training armed-forces personnel and minority groups, and for improved apprentice utilization should be encouraged and expanded to include retraining of the currently unemployed and specialty training in the construction trades for all of these groups. The barriers of the restricted hiring hall procedures must be eliminated to facilitate freer hiring. More on this subject later. Other Government Action: Additional Federal Government action is necessary at this time. I recommend the following: First: The Administration should actively and properly enforce existing labor legislation which was intended to eliminate the "Closed Shop". Make no mistake, -- "union hiring halls", as presently operated in the construction industry, result in "Closed Shop" operations. Second: The N. L. R. B. administrative procedures should be altered to speed relief in all cases of illegal strikes and other violations of labor contracts. Third: In connection with the Davis-Bacon Act, at the very least, the Administration should alter the guidelines used by the Department of Labor so that wage rates are no longer established on the basis of the highest rates in "adjacent" areas. Fourth: The Administration should conduct a well-organized campaign to modernize outmoded and often conflicting building codes throughout the country. I understand Reproduced at the Richard Nixon Presidential Library - 6 - that the Bureau of Standards has such an assign- ment; but it needs a real push. Existing archaic restrictions reduce the use of new technology and must be eliminated. Fifth: Lastly, I suggest that the Administration aggressively sponsor labor reform legislation relating strictly to the construction industry. The size and nature of our industry and its overall effect on the national economy certainly justify a separate act; and many of the cor- rective features urgently needed for construction are not applicable or required for other industries. In addition to a number of my previous recommendations, such legislation should include the following provisions: (A) Identify and preserve management's rights, including freedom of hiring and elimination of supervision from existing collective bargaining units. (B) Strengthen enforcement procedures and place appropriate penalties for illegal strikes and violations of labor agreements. (C) Eliminate the multitude of on-site feather- bedding practices and restrictions against off-site fabrication. (D) Return needed authority and responsibility to the heads of the international unions to give them the power necessary to control small militant groups at the local union level who, in violation of labor agreements, seriously disrupt the orderly conduct of many construction projects. Conclusion: Gentlemen, we have an extremely bad situation in construction today. Some of us in the industry have been working to bring about im- provements; however, without strong assistance from the balance of the private sector and substantial corrective action by the Government, the job will not get done. Reproduced at the Richard Nixon Presidential Library - 7 - You, the leaders of our country, will have to make your own judgment as to the severity of the construction labor problem and the extent of its influence on the health of our national economy. If you agree with me that the construction labor situation is an economic crisis of major national importance, that it is intolerable, and that it must be corrected; then I hope you also agree that the Federal Government must inject itself, give strong leadership, and protect the people of our country against the most cancerous source of inflation in our national economy today. Reproduced at the Richard Nixon Presidential Library pm THE GOODYEAR TIRE & RUBBER COMPANY AKRON, OHIO 44316 CHAIRMAN OF THE BOARD October 19, 1970 The Honorable Paul W McCracken Chairman, Council of Economic Advisers Executive Office Building, Room 312 Washington, D C 20506 Dear Paul: We of the Business Council are indeed grateful for the time you have taken to be with us for our program at Hot Springs. You always do an outstanding job, and we are very appreciative of your efforts. Thanks again for being with us. Sincerely, Russ Russell DeYoung j Reproduced at the Richard Nixon Presidential Library MEETING FOLDER October 22, 1970 Dear Mil: This is just a quick note to extend to you my own personal appreciation for the chance to have that discussion last Friday at the Homestead. It was good to see you there. Regards, Paul W. McCracken Mr. William M. Batten Chairman J. C. Penney Company, Inc. 1301 Avenue of the Americas New York, New York 10019 filed: Meeting Folder Reproduced at the Richard Nixon Presidential Library MEETINGS October 21, 1970 Dear Jack: This is just a quick note to extend to you my own personal appreciation for the chance to have that discussion last Friday morning at the Homestead. It was good to see you there. Regards, Paul W. McCracken Mr. John T. Connor Chairman Allied Chemical Corporation 61 Broadway New York, New York 10006 Reproduced at the Richard Nixon Presidential Library MEETINGS October 21, 1970 Dear John: This is just a quick note to extend to you my own personal appreciation for the chance to have that discussion last Friday morning at the Homestead. It was good to see you there. Regards, Paul W. McCracken Mr. John H. Daniels Chairman Archer Daniels Midland Company Box 1470 Decatur, Illinois 62525 Reproduced at the Richard Nixon Presidential Library MEETINGS October 21, 1970 Dear Amory: This is just a quick note to extend to you my own personal appreciation for the chance to have that discussion last Friday morning at the Homestead. It was good to see you there. Regards, Paul W. McCracken Mr. Amory Houghton Honorary Chairman Corning Glass Works Corning, New York 14830 Reproduced at the Richard Nixon Presidential Library MEETINGS October 21, 1970 Dear Howard: This is just a quick note to extend to you my own personal appreciation for the chance to have that discussion last Friday morning at the Homestead. It was good to see you there. Regards, Paul W. McCracken Mr. Howard Morgens, President The Proctor & Gamble Company P. O. Box 599 Cincinnati, Ohio 45201 Reproduced at the Richard Nixon Presidential Library MEETINGS October 21, 1970 Dear III : = This is just a quick note to extend to you my own personal appreciation for the chance to have that discussion last Friday morning at the Homestead. It was good to see you there. Regards, Paul W. McCracken Mr. II. I. Romnes Chairman American Telephone & Telegraph Company 195 Broadway New York, New York 10007 Reproduced at the Richard Nixon Presidential Library MEETINGS October 21. 1970 Dear Ted: This is just a quick note to extend to you my own personal appreciation for the chance to have that discussion last Friday morning at the Homestead. It was good to see you there. Regards, Paul W. McCracken Mr. L. B. Smith Chairman A.O. Smith Corporation 3533 North 27th Street Milwaukee, Wisconsin 53216 Reproduced at the Richard Nixon Presidential Library October 21, 1970 Dear Birny: This is just a quick note to extend to you my deep appreciation for the opportunity to meet with our CEA Liaison Committee Friday morning, October 16. It was a most helpful discussion. At the next Washington meeting I hope that it will be possible to have you visit here at the Council with all three of us. Regards, Paul W. McCracken Mr. Birny Mason, Jr. Chairman Union Carbide Corporation 270 Park Avenue New York, New York 10017 Reproduced at the Richard Nixon Presidential Library THE BUSINESS COUNCIL 888 SEVENTEENTH STREET, N.W. WASHINGTON, D. C. 20006 202/298-7650 MEMORANDUM October 15th, 1970 TO: Dr. McCracken The following members of the CEA Liaison Committee are scheduled to meet with you at breakfast at 7:30 on Friday morning, October 16th: Birny Mason, Jr. (Chairman of Committee) William M. Batten Mil John H. Daniels John T. Connor Jeesha John Amory Houghton, Jr. 1 Howard Morgens 157m H. I. Romnes 1+1 L. B. Smith Ted The meeting will be in the Hunt Room of The Homestead, which is on the mezzanine floor. John W. Burke, Jr. Reproduced at the Richard Nixon Presidential Library THE - HOMESTEAD - NO SPRINGS. Virginia 24445 1. Bldg Trades vs People Fortune 10/70 2. 3 factors a) Large mage J's b) Decline OPMH c) Shortage Fahilled 3. Recommendations a) Cab policies. inter stronger b) Count mission and Cal Bay, Com- c) nate Prod. good, Commission d) adm. jain mich contrast, togetmento c) f) Reproduced at the Richard Nixon Presidential Library THE HOMESTEAD NOT SPRINGS. Virginia 24445 2. 1.02) 11 S Fed Dept Stores Wages Prices 1968 4.890 5.0% 1969 5.9 5.3 1970 7.4 3.9 Reproduced at the Richard Nixon Presidential Library is IL H 13 C+ I + G = 1 10 in Y-a+I+G 11 liy cig / / 1-b 1 11 too C=a+by C 11 out a + b Y Y C 1 11 = atby 1 8/102 13 Reproduced at the Richard Nixon Presidential Library U. S. TRADE PICTURE: BLACK OR RED? In order to assess the United States commercial balance of trade with other nations it is necessary to recognize that different methods are used in computing trade statistics. The widely published statistics issued by the U.S. Department of Commerce are the results of imports. methods which overstate the value of U.S. exports while understating the value of U.S. Total U.S. export values, as determined by the Commerce Department, include Govern- ment financed exports -- military and economic aid exports and Public Law 480 surplus agricultural exports. Total U.S. import values, as determined by the Commerce Department, are based on the free-on-board (f.o.b.) method. The method of valuation of imports used by most nations, and recommended by the United Nations, includes cost (or free-on-board) plus insurance plus freight (c.i.f.). Elimination of government financed exports from the export values, and the revaluation of imports to include insurance and freight can eliminate a surplus and produce a deficit as shown on the attached graphs. Thus a favorable balance in the black becomes an unfavorable balance in the red. For the purpose of statistics, the difference in f.o.b. and c.i.f. values varies widely. A tariff commission study showed a 10 per cent increase in c.i.f. values above f.o.b. values with a notation that there are additional costs, aside from c.i.f., which could run as high as an additional 10 per cent in import values. The International Monetary Fund uses an increased value of 10 per cent for the c.i.f. method above the f.o.b. method. For this discussion, an increased value of 6.3 per cent has been used. This is the conservative estimate of the Bureau of Census -- the federal agency responsible for report- ing imports -- of the difference in value between the c.i.f. method and the f.o.b. method. For 1967, the Department of Commerce reported exports of $31.5 billion, imports of $26.8 billion, and a trade surplus of $4.7 billion. The Department of Commerce identified as a part of total exports military assistance exports of $592 million, economic aid exports of $1.3 billion, and P.L. 480 exports of $1.2 billion, or a total of $3.1 billion. If this amount is removed, total exports drop to $28.4 billion. If imports are revalued from the f.o.b. basis to a c.i.f. basis, the $26.8 billion total becomes $28.5 billion. Thus a 1967 trade surplus of $4.7 billion becomes a trade deficit of $96 million. For 1968, the Department of Commerce reported exports of $34.6 billion, imports of $33.2 billion, and a trade surplus of $1.4 billion. If government financed exports are removed and imports are restated from the f.o.b. value of imports to a c.i.f. basis, the surplus becomes a deficit of $3.4 billion. For 1969, the Department of Commerce reported exports of $38 billion, imports of $36 billion, and a surplus of $2 billion. If government financed exports are removed and imports are restated from the f.o.b. value of imports to a c.i.f. basis, the surplus becomes a deficit of $3 billion. For the first eight months of 1970, January 1 to August 31, the Commerce Department reported exports of $28.6 billion, imports of $25.9 billion, and a surplus of $2.7 billion. Using the best estimates available for government financed exports included, and restating imports on a c.i.f. basis, the 1970 values show exports of $26.9 billion, imports of $27.6 billion, and a deficit of $700 million. U. S. MERCHANDISE TRADE (Millions of Dollars) I. U.S. Dept. of Commerce 1967 1968 1969 1970 Exports $31,526.2 $34,635.9 $38,005.6 $28,614.2 Imports 26,812.3 33,226.3 36,042.8 25,954.7 +$ 4,713.9 +$ 1,409.6 +$ 1,962.8 +$ 2,659.5 II. U.S. Merchandise Trade: Imports (c.i.f.) and Exports Less Value of Government Financed Exports. 1967 1968 1969 1970 Exports - U.S.D.C. $31,526.2 $34,635.9 $38,005.6 $28,614.2 Less: Military Aid 592 573 674 365 Economic Aid 1,300 1,056 994 665 PL 480 1,229 1,178 1,018 680 Total $28,405 $31,829 $35,320 $26,904 3,1 2.8 2.5 Imports (c.i.f.) 28,501 35,319 38,314 27,600 Balance ($ 96) ($ 3,490) ($ 2,993) ($ 696) Source: U. S. Department of Commerce FT-990 Reproduced at the Richard Nixon Presidential Library U.S. MERCHANDISE TRADE (In Billions of Dollars) Comparing the method used by the U. S. Dept. of Commerce with the World Method as recommended by the United Nations. Chart 1 IMPORTS 67 68 COMMERCE DEPT. 69 METHOD 70* EXPORTS 67 68 WORLD METHOD 69 70* 0 $ 5 $10 $ 15 $ 20 $ 25 $ 30 $ 35 $ 40 *First eight months only. Chart 2 + $ 4 COMMERCE DEPT. METHOD + $ 2 SURPLUS 0 WORLD - $ 2 METHOD DEFICIT - $ 4 67 68 69 70 * *First eight months only. Chart 3 (1970 Annual Data not Available) COMMERCE DEPT. METHOD WORLD METHOD $ 40 $ 40 EXPORTS SURPLUS IMPORTS DEFICIT $ 35 $ 35 IMPORTS EXPORTED $ 30 $ 30 $ 25 $ 25 67 68 69 67 68 69 Reproduced at the Richard Nixon Presidential Library THE BUSINESS COUNCIL The Homestead October 16th and 17th, 1970 Hot Springs, Virginia EASTERN DAYLIGHT TIME Tentative Agenda Saturday, October 17th E. D. T. 8:30 a.m. Convene in Commonwealth Room Report on the Domestic Economy Birny Mason, Jr., Chairman CEA Liaison Committee 8:50 a. m. to Panel Discussion of Economic Problems Adjournment Government Speakers -- Business Council Speakers -- The Honorable David M. Kennedy S. D. Bechtel, Jr. The Secretary of the Treasury Construction The Honorable Maurice H. Stans Donald C. Burnham The Secretary of Commerce Electrical Manufacturing The Honorable George P. Shultz Ellison L. Hazard Director Containers Office of Management and Budget Ralph Lazarus The Honorable Arthur F. Burns Retail Chairman Federal Reserve System Roger Milliken Textiles The Honorable Paul W. McCracken Chairman James M. Roche Council of Economic Advisers Automotive There will be a break for coffee from 10:05 a. m. to 10:20 a. m. 12:30 p.m. ADJOURN There will be no afternoon business session. 7:00 p.m. Reception and Dinner - Black Tie Commonwealth Room Speaker -- The Honorable Herbert G. Klein Director of Communications for the Executive Branch Reproduced at the Richard Nixon Presidential Library for orderly and sur Whatan the ingredunts B TO John /. W 2. Reproduced at the Richard Nixon Presidential Library 1 Text Copy THE CURRENT POSITION OF THE ECONOMY 1. The rate of inflation has declined appreciably, though cost pressures under the price level remain. (The U.S. is closer to bringing inflation under control than most of the other major industrial nations.) 2. In the near term the path for the economy will be quite disturbed by the GM strike and its repercussions, though the next major move in the economy will be upward. 3. There are some problem areas with significant implications for economic policy. a. Cost-price-profit relationships continue to be the most vexing problems for economic policy. While compensation per man hour for the whole private nonfarm economy is rising less rapidly, the size of newly negotiated wage settlements is not diminishing. b. The return to reasonably full employment by mid-1972 will require a vigorous pace for the economy in 1971 and 1972. Reproduced at the Richard Nixon Presidential Library 2 PRICE-COST DEVELOPMENTS Reproduced at the Richard Nixon Presidential Library 3 PRICE-COST DEVELOPMENTS 1. The rate of inflation has decelerated appreciably. Monthly Rise in Price Indexes, 1970 (Seasonally adjusted) Month CPI Industrial WPI January .6% .3% February .5 .2 March .4 .2 April .5 .5 May .5 .4 June .3 .2 July .3 .3 . August .2 .2 September (Available 10/21) .3 Source: BLS Reproduced at the Richard Nixon Presidential Library 4 PRICE-COST DEVELOPMENTS 2. Compensation per man hour, productivity, and labor costs per unit of output in the private nonfarm economy took a turn for the better in the second quarter. Annual Rate of Change over Preceding Quarter Year and Compensation Output per Unit Labor Quarter per man-hour man-hour costs 1969-1 5.5% -1.5% 7.1% 2 5.8 -.4 6.3 3 7.3 .6 6.6 4 7.7 .3 7.3 1970-1 6.6 -2.9 9.8 2 5.6 3.3 2.2 Source: Bureau of Labor Statistics Reproduced at the Richard Nixon Presidential Library 5 NEAR-TERM ECONOMIC PROSPECTS Reproduced at the Richard Nixon Presidential Library 6 NEAR-TERM ECONOMIC PROSPECTS The economy will mark time until the auto work stoppage is resolved. The next major move in the economy should then be upward. Statistics coming out in October and November will not, of course, be good reading. 1. "Leading indicators", apart from the strike, are not ebullient, but they appear to have passed their low point. Leading Economic Indicators, 1970 Private Manufacturing Composite Dow Jones New Orders, Housing Length of Month Index Industrials Durable goods b/ Starts c/ Work Week January 115.8 782.96 $29.0 1,059 40.3 February 116.5 756.21 29.4 1,306 39.9 March 114.9 777.62 28.9 1,392 40.2 April 115.0 771.65 28.4 1,224 40.0 May 113.8 691.96 30.0 1,242 39.8 June 114.0 699.30 30.0 1,393 39.8 July 115.8 712.80 31.4 1,591 40.1 August 115.4 731.97 30.6 1,431 39.8 September (Available 10/27) 759.38 (Available 10/21) (Available 10/16) 39.4 Source: Business Conditions Digest, U.S. Dept. of Commerce. Seasonally adjusted where relevant. 1967=100 b/ In billions Reproduced at the Richard Nixon Presidential Library c/ In thousands, annual rate. 7 NEAR-TERM ECONOMIC PROSPECTS 2. Monetary policies have been expansionist since February. This contrasts with the policy of restraint in 1969. Rate of Monetary Expansion (Seasonally adjusted annual rate) Money Bank Period Supply Credit 12/66 - 6/68 6.8% 9.9% 6/68 - 12/68 7.1 15.5 12/68 - 6/69 4.4 4.2 6/69 - 2/70 0.2 0.9 2/70 - 9/70 5.7 9.6 Source: Federal Reserve Reproduced at the Richard Nixon Presidential Library 8 NEAR-TERM ECONOMIC PROSPECTS 3. Fiscal policy (the budget) has also become less restrictive than during 1969. Federal Budget on a GNP Basis (Billions, seasonally adjusted annual rates) At full employment Period Expenditures Receipts Surplus Receipts Surplus 1967: First half $160.2 $148.2 -$12.0 $149.8 -$10.4 Second half 166.9 154.2 - 12.7 156.4 - 10.4 1968: First half 177.5 167.6 - 9.8 168.0 - 9.4 Second half 185.7 183.2 - 2.6 183.4 - 2.4 1969: First half 188.4 199.8 11.4 200.3 11.9 Second half 194.2 201.4 7.2 206.3 12.1 1970: First half 204.3 196.3 - 8.0 209.3 5.0 Second half b/ 210.2 194.4 - 15.8 212.2 2.0 1971: First half b/ 220.0 207.6 - 12.4 225.2 5.2 Source: Commerce, OMB, and CEA a/ These data should be interpreted as general orders of magnitude b/ Projections Reproduced at the Richard Nixon Presidential Library 9 NEAR-TERM ECONOMIC PROSPECTS 4. GNP, according to a Commerce Department projection made last month, rose $14-1/2 billion in the third quarter. Improvements occurred in the growth of real GNP and in the rate of inflation. Percent change in $ increase in GNP Real GNP GNP Deflator Year-Quarter (billions) (annual rate) 1970-1 7.8 -2.9% olo 6.4% 2 11.6 0.6 4.3 3 (projection) 14.5 1.8 4.2 Reproduced at the Richard Nixon Presidential Library 10 NEAR-TERM ECONOMIC PROSPECTS 5. The U.S. international trade position has responded well to measures of disinflation. U.S. MERCHANDISE TRADE (Monthly averages, seasonally adjusted, in millions) Yr - Qtr Exports Imports Surplus 1965 $2,229 $1,786 $444 1966 2,458 2,135 323 1967 2,586 2,241 345 1968 2,839 2,769 70 1969 3,111 3,004 107 1970 - 1 3,437 3,240 198 2 3,640 3,306 334 3a/ 3,642 3,303 339 a/ July-August average. Source: Department of Commerce Reproduced at the Richard Nixon Presidential Library 11 SOME MAJOR PROBLEM AREAS FOR ECONOMIC POLICY Reproduced at the Richard Nixon Presidential Library 12 PROBLEM-AREAS FOR ECONOMIC POLICY 1. The cost-price profit situation and outlook, while showing some improvement over all, leave much to be desired. While compensation per man-hour for the whole private non-farm economy is rising less rapidly, no comparable deceleration is evident for newly negotiated labor contracts. Annual Rates of Increase In Compensation Per Man-Hour and Wages Compensation New Bargaining Decisions b/ Yr. - Qtr. Per Man-Hour Mfg. Construction 1969 - 1 5.5% 5.3% 6.1% 2 5.8 6.2 13.4 3 7.3 6.5 13.9 4 7.7 6.8 11.7 1970 - 1 6.6 5.5 13.1 2 5.6 6.6 14.6 Source: BLS In the private nonfarm economy. Seasonally adjusted. b/ Average yearly increase over life of contracts in major collective bargaining decisions during the quarter. Reproduced at the Richard Nixon Presidential Library 13 PROBLEM-AREAS FOR ECONOMIC POLICY Profitability in the economy tends to be relatively low. A major concern is that our strategy, which relies on general restraint to create markets inhospitable to price increases, will squeeze profits to the point of damaging the capacity of the economy for vigorous expansion. Corporate Profits After Taxes (Seasonally adjusted annual rates) Yr. - Qtr. Amount* % GNP 1958 $22.33 4.99% 1961 27.24 5.24 1966 49.94 6.66 1967 46.64 5.87 1968 48.18 5.57 1969 48.54 5.21 1969 - 1 49.50 5.45 2 49.70 5.38 3 47.90 5.08 4 47.10 4.95 1970 - 1 44.60 4.65 2 43.90 4.52 Source: Department of Commerce * In billions Reproduced at the Richard Nixon Presidential Library 14 PROBLEM-AREAS FOR ECONOMIC POLICY 2. We also face a problem of achieving an expansion sufficiently vigorous to regain reasonably full employment by, say, mid-1972. Growth Required for Full Employment Item Percent Two-years real growth in economy's capacity 8-1/2% Plus: Present shortfall to make-up 4-1/2 Plus: Unavoidable two-year price slippage 6 Equals: Total needed two-year rise in GNP 19-20% GNP would, therefore, need to rise from this year's second-quarter rate of $971 billion to something like a $1,110 billion rate by the fourth quarter of 1971, and to about $1,165 billion by the second quarter of 1972. It is doubtful if this can be attained with our present fiscal and monetary policies. Reproduced at the Richard Nixon Presidential Library 15 PROBLEM-AREAS FOR ECONOMIC POLICY If the money supply continues to increase at the 6 percent rate that has prevailed since February, and the slow decline in the money supply relative to GNP continues (ignoring strike distortions), a GNP of something like $1,085 billion might be achieved by the end of next year. This would leave unemployment at about 5 percent a year from now. GNP, the Money Supply, and the Unemployment Rate, with a Continuation of "Present Policy" (Dollar amounts in billions, seasonally adjusted annual rates) Money Supply Year-Quarter GNP Amount Percent GNP Unemployment Rate 1970-1 $ 960 $200.6 20.9% 4.2% 2 971 203.6 20.9 4.8 3 985 206.5 20.9 5.2 4 995 209.4 21.0 5.5 1971-1 1,023 212.5 20.8 5.4 2 1,045 215.6 20.6 5.2 3 1,066 218.8 20.5 5.3 4 1,086 222.0 20.4 5.3 Note: GNP starting in third quarter 1970 affected by GM strike, which is assumed to end November 15. Source: Basic data from Departments of Commerce, Labor, and Federal Reserve. Projections by CEA. Reproduced at the Richard Nixon Presidential Library 16 PROBLEM-AREAS FOR ECONOMIC POLICY Fiscal policy, with the present budget and prospective tax changes, will be less expansionary in FY 1972 than in FY 1971 Key Projected Budget Changes (In billions, unified budget) FY 1970 FY 1971 Item - FY 1971 -FY 1972 Increase in outlays $16 $14 Net reduction in revenue-producing capacity of tax system 4 - Total 20 14 Reproduced at the Richard Nixon Presidential Library POLICY QUESTIONS Reproduced at the Richard Nixon Presidential Library 18 POLICY QUESTIONS 1. Should the basic objective of economic policy be to regain roughly a 4 percent unemployment rate by mid-1972? This rate of increase might well mean that, after a quiescent period in 1971, the rate of inflation would be rising again. A path that would assure a more stable price level, however, will leave the unemployment rate in the 5 to 5-1/2 percent zone. Reproduced at the Richard Nixon Presidential Library 19 POLICY QUESTIONS 2. There is a substantial measure of agreement that present fiscal and monetary policies will not give us the economic momentum needed in 1971 and early 1972 to bring unemploy- ment back to the 4 percent zone. a. Should we alter our budget guidelines for 198 213.6 212 F.E. FY 1972? b. How should the Administration give expression to any interest it may have about monetary policy? Reproduced at the Richard Nixon Presidential Library 20 POLICY QUESTIONS 3. Should the Administration develop a more activist price-cost policy? a. Key speeches could say more. The next "Inflation Alert" (scheduled for mid-November) could articulate more pointedly the basic logic of the relationship between wage increases, productivity, cost and price increases, changes in real wages and incomes, and employment. The next Economic Report could focus more sharply on this issue. b. The Productivity Commission could be given greater scope and impact by an enlarged program and staff. C. The Regulations and Purchasing Review Board could be asked for a tough and comprehensive program of recommended actions. (Almost every item would have political and social sensitivity.) d. The Cabinet Committee on Construction could be reactivated and instructed to bring back comprehensive recommendations for this industry, where wage inflation has been severe. (Again the items will be sensitive.) Reproduced at the Richard Nixon Presidential Library AP 10/16/70 Hot Springs, Virginia There is rising concern among the Nation's industrialists that continuation of the General Motors strike may prevent an otherwise expected upturn of the U.S. economy. Except for the month-end strike by the United Auto Workers, members of the prestigious Business Council say privately that they would look for a business upswing by the end of the year. About 100 council members, including the heads of scores of the Nation's largest corporations, are in this Virginia resort city for closed meetings with high administration officials. All the members of President Nixon's economic high command are scheduled to participate this weekend. A widespread effect of the General Motor strike, now beginning to spread its paralysis among supplier industries, was seen as a strong key to the economy's health -- including un- employment. Council members generally felt the September jobless rate of 5.5% is about as high as unemployment will go, unless the General Motors strike goes on for long. "If the strike is not settled within a few weeks -- say by Thanksgiving -- I think we will be going down hill by New Years," one manufacturing company president said privately. Reproduced at the Richard Nixon Presidential Library -2- A settlement on the other hand, can do much to improve the economic outlook by restoring the confidence of consumers, the business leaders agreed. Buyers are sitting on their pocketbooks because of uncertainty over jobs, prices, and the general state of the economy, the head of one major retailing corporation said. This executive expects an upturn in the next 2-3 months, but the expectation is based on his belief that the present high rate of consumer savings cannot be sustained much longer. The rate averaged 7 1/2% this summer. "If we could arrive at a situation of stability for a while, with prices holding steady and no more job layoffs, people would stop saving so much and start spending more, 11 a businessman predicted. A discussion of economic problems was scheduled for Saturday's closed session of the Council, with the Government represented by Cabinet Secretaries Kennedy and Stans, George Shultz, CEA head McCracken and Art Burns of the Federal Reserve Board. ######## Reproduced at the Richard Nixon Presidential Library I. my remanhs side he the fibred D two questions A. what does the consrenh emifonce idivate about the forture conself the economy? B. hat arethe Bay areas of comern for policy II. Evidence ananlale about the vntcook A. Certainly there are weak aspects of the picture 1, Unimp, FRB. 2. Leading indinators are for from chnllient. 3. With GMstrike, large erratin manemente B. GNP data do show a slow improvement. 1, GNP D's, 1970 Qtr CurD 1TD Deflator / #7.8 -2.9% 4.4 2 10.6 0.6 4.3 3 14.1 1.4 4.4 (x stribe)3 14-17 2.5 4.1 2, In spite of 2 drags. airs A +4.0bn amigiabo's b. San rate; 7.670, was 6,500 Reproduced at the Richard Nixon Presidential Library sides. C. Economic policies have been more expanision's for some monhn 1, s M ss M SS Period Person 4/69-2/70 6/49- 2/70 0.2% 2/70-9/70 2/70 - 9/70 5.7 Z. Fiscalpoling also more 3. not grite in the zone where munhof the effect monddlie visible III, Key issues for policy AF. How rapod should plse expansion he 1. Short force 4½ To > Capacity 4 B. W hat is aproper strategy tignide final policy. C. We where meare to a more stable costiprine lends /, These are somne arom phatments, a, The CPI has de - celerated b. >Comp ./MH, put. non- fam economy, has hun declaring Reproduced at the Richard Nixon Presidential Library 2, no comparatele decelera- - tion in newly negotanted mage a, Lagon top sixes b, Hardti make the break ta lowesper Reproduced at the Richard Nixon Presidential Library OPTIONAL FORM NO. 10 MAY 1962 EDITION GSA FPMR (41 CFR) 101-11.6 UNITED STATES GOVERNMENT Memorandum TO : Paul McCracken DATE: October 16, 1970 FROM : Marvin Kosters MK SUBJECT: Seasonally adjusted State Insured Unemployment Rates State insured weekly unemployment rates are presented below for the past 10 weeks. The most recent available data are for the week ending October 3. State Increased Unemployment Rates Week ending Not seasonally adjusted Seasonally adjusted Aug. 1 3.4 3.9 8 3.3 3.8 15 3.3 3.9 22 3.2 3.9 29 3.1 3.9 Sept. 5 2.9 3.8 12 3.1 4.2 19 2.9 4. 0 26 3.0 4. 2 Oct. 3 3.1 4. 4 Seasonally adjusted rates were computed using unofficial seasonal adjustment factors provided by BLS. Buy U.S. Savings Bonds Regularly on the Payroll Savings Plan 5010-108 Reproduced at the Richard Nixon Presidential Library NEWS U.S. DEPARTMENT OF LABOR OFFICE OF INFORMATION, WASHINGTON, D. C. 20210 FOR RELEASE: A.M. Editions USDL - 11-368 Tuesday, August 4, 1970 Bureau of Labor Statistics 961-2158 PRODUCTIVITY, WAGES, AND PRICES Second Quarter, 1970 Productivity, as measured by output per man-hour in the private economy, improved markedly in the second quarter, after five quarters of little gain or actual declines, the Labor Department's Bureau of Labor Statistics reported today. The BLS report--Review of Productivity, Wages, and Prices--shows that output per man-hour increased at an annual rate of 3 percent during the second quarter. Productivity rose because man-hours of work continued to drop sharply, while output leveled off after a decline. The gain in productivity meant a lessening of the pressure of rising wages on costs. The increase in unit labor costs was about 2 percent at an annual rate, or less than one-third of the average rise last year. The uptrend in hourly compensation also slowed somewhat, reflecting such factors as reduced overtime. The average size of union contract settlements increased markedly in the second quarter in nonmanufacturing industries, but in manufacturing there was little change from recent quarters. The rate of rise in prices slowed somewhat in the second quarter, chiefly in agricultural items and industrial crude materials. Reproduced at the Richard Nixon Presidential Library U.S. DEPARTMENT OF LABOR Bureau of Labor Statistics Washington, D.C. 20212 August 3, 1970 REVIEW OF PRODUCTIVITY, WAGES, AND PRICES Second Quarter, 1970 Summary Productivity growth improved markedly in the second quarter, thereby tending to lessen the pressure of rising wages on costs; the increase in unit labor costs was substantially less than in recent quarters. Increases in prices slowed somewhat in the second quarter, although the slackening was much more in agricultural items and indus- trial crude materials than in manufactured products. The gain in output per man-hour in the private economy was 3.1 percent at an annual rate in the second quarter--about equal to the postwar average--after five quarters of little change or actual de- clines. It reflected a leveling off in output while cutbacks in man- hours of work continued sharp. The rate of advance in unit labor costs was 2 percent, or less than one-third of the average increase last year. Average hourly compensation of persons in the private economy gained by 5.1 percent in the second quarter, somewhat less than in any of the previous five quarters. Rising basic pay scales were off- set to a degree by such factors as cutbacks in overtime work and dis- proportionately heavy layoffs of workers in higher-paid industries. Partly as a result, weekly earnings in the private sector declined rather sharply in terms of real purchasing power in the first two quar- ters of this year. The size of union contract settlements increased markedly in the second quarter, but these settlements, of course, affect only a fraction of the work force. Price rises slackened somewhat in the second quarter. The in- crease in wholesale prices, seasonally-adjusted, was at an annual rate of only 1 percent, for the smallest advance in two years. Slackening was chiefly in livestock and meats and in industrial crude materials. However, industrial commodities as a whole rose more than in the first quarter because of sharper advances in intermediate materials, particu- larly steel mill products. The consumer price rise was a little slower than in three of the previous four quarters, mostly in food. The in- crease in the GNP implicit price deflator was also somewhat smaller than for several quarters past. Reproduced at the Richard Nixon Presidential Library - 2 - Productivity and Unit Labor Costs Private economy Output per man-hour in the private economy increased at an annual rate of 3.1 percent in the second quarter--about in line with the postwar average--after five quarters of very small gains or actual declines. (Table 1.) The sharp recovery resulted from a leveling off in output after two quarters of declines, and an unusually large reduction in man-hours of work, at an annual rate of 2.9 percent. This cutback was primarily in employment rather than hours of work. The rise in unit labor costs slackened in the second quarter to an annual rate of 1.9 percent, compared with increases of 6 to 10 per- cent for several quarters past. The slowing mostly reflected the marked improvement in productivity; in addition, there was some modera- tion in the strong uptrend in hourly compensation. Two additional statistical series related to cost and price movements are presented in this report--the GNP implicit price defla- tor of the Department of Commerce and unit non-labor payments. (Non- labor payments include profits, depreciation, interest, and indirect taxes--those elements of the price deflator other than labor costs). In the second quarter, the rate of rise in the price deflator slackened only slightly, while the increase in unit labor costs lessened markedly, so that a sizeable rise occurred in unit nonlabor payments, after two quarters of decline. (Tables 1 and 2.) Manufacturing Output per man-hour in manufacturing increased at an annual rate of 5.2 percent in the second quarter--the largest gain in more than a year. (Table 3.) Although output again declined at a 4 percent rate, the cutback in man-hours of work was more than 8 percent. Most of the reduction of man-hours in the private economy took place in manufacturing. With productivity improving sharply and hourly compensation rising at about the same rate as in recent quarters, the increase in unit labor costs in manufacturing slowed sharply to 1.7 percent in the second quarter. This was the smallest advance in several years. Wages, Salaries, and Benefits Both average hourly compensation including fringe benefits of persons in the private economy and average hourly earnings of employees in the private nonfarm sector increased somewhat less in the second quarter Reproduced at the Richard Nixon Presidential Library - 3 - than in any quarter of last year. (Table 4.) Two factors were import- ant in this slowing down: The cutbacks in overtime work at premium rates of pay; and the relatively heavier layoffs of workers and cut- backs in working hours in high-paying durable goods lines, thereby reducing the proportion of high-wage hours of work and employment in the total. Weekly earnings in the private nonfarm economy rose 3.1 percent in the second quarter--about the same as in the first quarter, but less than half the average quarterly rise last year. The slackening reflected both a reduction in hours of work and the slower gain in hourly pay. Weekly earnings in real' terms--adjusted for price increases--have de- clined for the past three quarters. Major union collective bargaining settlements were markedly higher in the second quarter. For wages and benefits combined, they averaged 10.9 percent annually over the life of the contract and 17.1 percent in the first year. The increase in size of settlements was mostly in the nonmanufacturing sector. In manufacturing, on the other hand, the size of wage settlements did not increase much from recent quarters. (Table 6.) Current wage agreements, of course, cover only a small pro- portion of all working people. Prices Prices, on a seasonally-adjusted basis, rose a little less on the average in the second quarter this year than in the first, particu- larly in farm products and foods. The wholesale price rise slowed from an annual rate of 4 percent in the first quarter to 1 percent in the second, the smallest rise in two years. The consumer price rise slack- ened to a 5.7 percent annual rate in the second quarter, from 6.3 per- cent in the preceding two quarters. (In July, wholesale price increases of farm products and foods accelerated, but industrial commodity prices rose at about the same rate as in June.) The slackening in the wholesale rise came largely in crude indus- trial materials, in addition to farm products and foods. (Table 9.) Some slowing also occurred in producer finished goods and consumer durables. Industrial commodity prices as a whole, however, rose somewhat more in the second quarter than in the first, because of a sharper advance in intermediate materials. Farm product and food prices actually declined in the second quarter, after seasonal adjustment, mainly in livestock, meats, and poultry and eggs. The drop reflected an increase of supplies, combined with rather slack demand because of a slow growth of wage income. The trend in meat prices this year contrasts sharply with the second quarter a year ago, when a steep rise occurred. Reproduced at the Richard Nixon Presidential Library -4- The slowing in crude materials was largely in metals, where supplies have been growing and demand from industry lessening. Rapidly advancing metal prices were a major factor in the industrial price rise last fall and winter. In June, nonferrous metal prices declined for the first time in two years. In prices of intermediate materials, the acceleration in the second quarter chiefly reflected a significant rise in steel mill pro- ducts. Other factors included an upturn in industrial chemicals, leather, and plywood, which had declined through most of last year; and a smaller decrease for lumber than in the four preceding quarters. At the end of the second quarter, the industrial price rise appeared to be slackening again. In consumer prices, the slowing was chiefly in meats, poultry, and eggs. (Table 8) Services also rose significantly less sharply than in the first quarter, largely in public transportation charges and mortgage interest rates. On the other hand, commodities other than food rose more on the average than in the first quarter, mainly in used cars, gasoline, and cigarettes. Used car prices often rise sharply in a period of economic slack, when many buyers purchase used cars instead of new ones. Reproduced at the Richard Nixon Presidential Library Table 1. Output per Man-hour, Hourly Compensation, Unit Costs, and Prices in the Private Economy, Seasonally Adjusted (Indexes 1957-59=100) Real Year and Output per Compensa- Unit labor Unit non- Implicit compensa- Output Man-hours man-hour tion per tion per labor pay- quarter costs price man-hour 1/ man-hour 2/ ments 3/ deflator 4/ 1969 1st 159.0 114.2 139.3 170.0 136.3 122.1 122.8 122.4 2nd 159.8 115.1 138.9 172.4 136.0 124.2 123.2 123.8 3rd 160.9 115.3 139.5 175.9 136.8 126.1 123.6 125.2 4th 160.4 114.8 139.7 179.6 137.8 128.6 123.3 126.6 Annual Ave. 160.0 114.9 139.3 174.5 136.8 125.3 123.2 124.5 1970 1st 159.2 114.7 138.9 182.6 138.0 131.5 122.7 128.3 2nd 159.3 113.8 139.9 184.9 137.5 132.2 125.2 129.5 5/ Percent Change Over Previous Quarter at Annual Rate 1969 1st 2.8 3.4 - 0.5 6.2 1.2 6.7 1.4 4.7 2nd 2.1 3.3 - 1.1 5.9 - 1.0 7.1 1.5 4.9 3rd 2.5 0.9 1.6 8.2 2.3 6.5 1.1 4.5 4th - 1.0 - 1.8 0.8 8.8 3.0 7.9 - 0.8 4.7 6/ Ann. Ave. 2.9 2.2 0.7 7.2 1.8 6.5 1.2 4.5 1970 1st - 3.0 - 0.5 - 2.5 6.8 0.5 9.6 - 2.0 5.3 2nd 0.1 - 2.9 3.1 5.1 - 1.3 1.9 8.2 4.1 Percent Change Over Previous Year 1970 2nd quarter 7/ - 0.3 - 1.1 0.8 7.2 1.1 6.4 1.6 4.6 See footnotes at end of table 3. NOTE: Data have been revised to reflect new benchmarks. Revisions of earlier data are shown on appendix table 10. Reproduced at the Richard Nixon Presidential Library Table 2. Output per Man-hour, Hourly Compensation, Unit Costs, and Prices in the Prívate Nonfarm Sector, Seasonally Adjusted (Indexes 1957-59=100) Real Compensa- Unit non- Implicit Year and Output per compensa- Unit labor Output Man-hours tion per labor pay- price quarter man-hour tion per costs man-hour 1/ man-hour 2/ ments 3/ deflator 4/ 1969 1st 161.1 120.1 134.1 163.9 131.5 122.2 123.0 122.5 2nd 162.4 121.2 134.0 166.2 131.1 124.1 123.0 123.7 3rd 163.4 121.7 134.2 169.2 131.6 126.1 123.5 125.1 4th 163.1 121.4 134.3 172.4 132.2 128.4 123.2 126.4 Annual Ave. 162.5 121.1 134.2 167.9 131.6 125.2 123.2 124.5 1970 1st 161.9 121.4 133.3 175.1 132.3 131.4 122.0 127.9 2nd 161.9 120.4 134.4 177.5 132.0 132.1 124.7 129.4 Percent Change Over Previous Quarter at Annual Rate 5/ 1969 1st 2.6 4.2 - 1.5 5.5 0.5 7.1 1.1 4.8 2nd 3.1 3.6 - 0.4 5.8 - 1.0 6.3 0.0 3.9 3rd 2.5 1.9 0.6 7.3 1.4 6.6 1.5 4.7 4th - 0.6 - 1.0 0.3 7.7 1.9 7.3 - 1.0 4.3 Ann. Ave. 6/ 3.0 2.7 0.3 6.7 1.3 6.4 0.8 4.3 1970 1st - 2.9 - 0.1 - 2.9 6.6 0.3 9.8 - 3.8 4.8 2nd - 0.1 - 3.3 3.3 5.6 - 0.9 2.2 9.3 4.6 Percent Change Over Previous Year 1970 2nd quarter 7/ - 0.3 - 0.6 0.3 6.8 0.7 6.5 1.4 4.6 See footnotes at end of table 3. NOTE: Data have been revised to reflect new benchmarks. Revisions of earlier data are shown on appendix table 10. Reproduced at the Richard Nixon Presidential Library Table 3. Output per Man-hour, Hourly Compensation and Unit Labor Costs in the Manufacturing Sector, Seasonally Adjusted, (Indexes 1957-59=100) Year and Man-hours 9/ Output per Compensation per Real compensation Unit labor Output 8/ quarter man-hour 9/ man-hour 9/ per man-hour 2/, 9/ costs 1969 1st 170.8 122.2 139.8 157.8 126.5 112.9 2nd ... 172.8 123.4 140.0 159.5 125.8 113.9 3rd 173.9 123.4 140.9 162.8 126.6 115.6 4th 170.8 122.5 139.4 165.2 126.7 118.5 Annual Ave. 172.1 122.9 140.0 161.4 126.5 115.2 1970 1st 168.9 120.6 140.0 167.9 126.8 119.9 2nd 167.2 117.9 141.8 170.7 126.9 120.4 Percent Change Over Previous Quarter at Annual Rate 5/ 1969 1st 1.9 0.9 1.4 6.2 1.2 4.7 2nd 4.8 3.8 0.6 4.6 - 2.2 3.6 3rd 2.6 0.1 2.6 8.5 2.5 6.1 4th - 6.9 - 2.8 - 4.2 5.8 0.1 10.4 6/ Ann. Ave. 3.9 1.8 2.1 6.4 0.9 4.2 1970 1st - 4.4 - 6.1 1.7 6.7 0.4 4.8 2nd - 4.0 - 8.7 5.2 7.0 0.4 1.7 Percent Change Over Previous Year 1970 2nd quarter 7/ - 3.2 - 4.4 1.3 7.0 0.9 5.7 See footnotes at end of table. NOTE: Data have been revised to reflect new benchmarks. Revisions of earlier data are shown on appendix table 10. Reproduced at the Richard Nixon Presidential Library FOOTNOTES, TABLES 1 TO 3 Source: Output data from the Office of Business Economics, U.S. Department of Commerce and the Federal Reserve Board. Com- pensation and man-hours data from the Bureau of Labor Statistics, U.S. Department of Labor and the Office of Business Economics. 1/ Wages and salaries of employees plus employers' contri- butions for social insurance and private benefits plans. Also includes an estimate of wages, salaries, and supplemental payments for the self-employed. 2/ Compensation per man-hour adjusted for changes in the Consumer Price Index. 3/ Nonlabor payments include profits, depreciation, interest, rental income and indirect taxes. 4/ Current dollar gross product divided by constant dollar gross product. 5/ Percent change compounded at annual rate from original data. 6/ Percentage change of annual average. 7/ Current quarter divided by comparable quarter a year ago. 8/ Quarterly measures adjusted to annual estimates of output (gross product originating) from the Office of Business Economics, U.S. Department of Commerce. 9/ Employees only. Reproduced at the Richard Nixon Presidential Library Table 4. Quarterly trends in compensation, 1968-70 (Computed from seasonally adjusted quarterly data) Percent change over previous quarter at annual rate Measure 1968 1969 1970 June Sept. Dec. March June Sept. Dec. March June Average hourly compensation: All persons, total private economy 5.9 8.5 8.5 6.1 5.8 8.4 8.7 6.9 5.1 All employees, private nonfarm economy 5.7 7.0 8.7 5.5 5.8 7.3 7.7 6.6 5.6 Average hourly earnings, private nonfarm economy 1/2/ 6.9 6.2 6.7 6.5 7.9 6.8 7.1 3.9 6.1 Mining 4.1 6.2 6.9 11.3 5.4 7.3 7.6 7.3 4.3 Contract construction 5.1 7.2 7.8 6.3 12.8 9.0 10.9 8.0 7.7 Manufacturing 6.5 5.5 7.2 4.9 6.0 7.8 5.1 3.4 6.2 Excluding effects of overtime and interindustry employment shifts --- 6.0 5.6 6.4 5.4 5.7 6.7 6.0 5.7 NA Wholesale and retail trade 5, 7.6 6.9 6.2 5.5 5.6 8.2 7.3 5.3 4.6 Finance, insurance, and real estate 8.8 9.1 6.9 7.7 1.8 5.2 7.0 5.9 3/ Average hourly earnings, all Federal executive branch employees 4/ .4 2.0 4.5 1.0 2.6 4.7 3.8 1.9 NA Average union scales, building construction: Wages and selected benefits 10.7 12.0 10.9 7.0 14.8 10.0 5.8 5.7 25.6 Hourly wage rates 7.4 9.8 10.4 7.0 12.4 8.9 5.8 5.7 22.8 Wage rates, hired farm labor 11.8 20.8 2.7 5.3 8.0 10.5 2.5 -2.5 10.2 Average weekly earnings, private nonfarm economy: 1/ Current dollars 6.1 7.4 4.7 6.4 8.3 6.1 5.4 2.9 3.1 1957-59 dollars 2.2 2.8 -.6 1.0 1.5 .8 -.5 -4.1 -2.6 Real spendable earnings (worker and 3 dependents 1957-59 dollars) .5 2.0 -1.7 -1.4 -.6 3/ -1.3 -1.0 -2.7 1/ Production and nonsupervisory workers. 2/ Includes industries not shown separately. 3/ Less than 0.05 percent. 4/ Computed from data that are not seasonally adjusted. Actual percent change rather than annual rate of change is shown where change is affected by a general salary adjustment. TE: Data for most recent quarter are prelimina NA indicates data are not available. Reproduced at the Richard Nixon Presidential Library Table 5. Annual trends in compensation, 1968-70 (Computed from seasonally adjusted quarterly data) Percent change over 4-quarter period 1/ ending in -- Measure 1968 1969 1970 June Sept. Dec. March June Sept. Dec. March June Average hourly compensation: All persons, total private economy 6.9 7.7 8.6 7.3 7.2 7.2 7.2 7.4 7.3 All employees, private nonfarm economy 7.0 7.2 8.0 6.7 6.7 6.8 6.6 6.8 6.8 Average hourly earnings, private nonfarm economy 2/3/ 6.4 6.4 7.0 6.6 6.8 7.0 7.1 6.4 6.0 Mining 4.6 4.8 6.4 7.1 7.4 7.7 7.9 6.9 6.6 Contract construction 7.3 6.9 7.1 6.6 8.5 9.0 9.7 10.2 8.9 Manufacturing 6.4 6.5 7.1 6.0 5.9 6.5 5.9 5.6 5.6 Excluding effects of overtime and interindustry employment shifts 6.0 6.2 6.5 5.9 5.8 6.1 6.0 6.0 NA Wholesale and retail trade 6.9 7.2 7.4 6.5 6.0 6.4 6.6 6.6 6.3 Finance, insurance, and real estate 6.0 6.9 7.2 8.1 6.4 5.4 5.4 5.0 4.5 Average hourly earnings, all Federal executive branch employees 4/ 6.3 9.1 6.2 6.9 7.5 10.4 9.6 9.9 NA Average union scales building construction: Wages and selected benefits 5.9 7.5 9.7 10.1 11.1 10.6 9.3 9.0 11.8 Hourly wage rates 4.8 6.1 7.9 8.7 9.9 9.7 8.5 8.1 10.8 Wage rates, hired farm labor 6.6 9.4 10.9 9.9 9.0 6.6 6.5 4.5 5.1 Average weekly earnings, private nonfarm economy: 2/ Current dollars 6.1 6.1 6:3 6.2 6.7 6.4 6.6 5.7 4.4 1957-59 dollars 1.8 1.7 1.6 1.3 1.2 .7 .7 -.6 -1.6 Real spendable earnings (worker and 3 dependents 1957-59 dollars) .9 .7 .4 -.2 -.2 -.7 -.6 -.4 -1.3 Current quarter divided by comparable quarter a year earlier. 2/ Production and nonsupervisory workers. 3/ Includes industries not shown separately. 4/ Computed from data that are not seasonally adjusted. NOTE: Data for June 1970 are preliminary. NA indicates data are not available. Reproduced at the Richard Nixon Presidential Library Table 6. Wage and benefit decisions, individual quarters, 1968-70 (mean adjustments) Average percent change at annual rate in decisions during quarter ending in-- Measure 1968 1969 1970 March June Sept. Dec. March June Sept. Dec. March June Major collective bargaining situations 2/-- Wage and benefit changes: Over life of contract 6.1 6.8 6.5 6.4 6.7 10.3 7.8 9.0 8.0 10.9 First-year adjustment 9.0 8.5 8.5 9.0 8.9 12.9 11.6 13.3 10.9 17.1 Wage-rate changes in-- All industries: Over life of contract 5.6 6.0 5.8 6.1 6.1 8.7 7.8 7.5 7.7 10.6 First-year adjustment 7.1 7.4 7.4 7.5 7.6 9.8 9.9 10.3 10.2 15.4 Manufacturing: Over life of contract 5.1 5.7 5.0 5.4 5.3 6.2 6.5 6.8 5.5 6.6 First-year adjustment 6.7 7.6 7.0 6.7 6.4 8.4 8.7 8.2 8.2 8.4 Nonmanufacturing: Over life of contract 6.3 6.2 6.9 7.1 7.1 10.6 9.8 8.5 10.7 11.8 First-year adjustment 7.6 7.3 8.1 8.9 9.2 10.7 11.8 12.8 12.8 17.4 Construction: Over life of contract 7.3 8.1 10.2 9.0 6.1 13.4 13.9 11.7 13.1 14.6 First-year adjustment 8.6 8.2 10.0 9.3 7.6 12.8 14.8 13.2 15.5 18.2 Wage increases in manufacturing 3/: All establishments NA NA NA NA 6.2 6.9 7.1 7.4 6.6 NA Union establishments NA NA NA NA 6.7 7.6 7.9 7.5 7.6 NA Nonunion establishments NA NA NA NA 5.5 5.8 6.2 7.2 5.2 NA 1/ Data exclude possible adjustments in wages under cost-of-living escalator clauses (except increases guaranteed by the contract). 2/ Limited to private industry settlements affecting 1,000 workers or more (5,000 for wages and benefits combined). 3/ Averages are limited to establishments in which there were decisions to make general wage rate increases. Averages for major collective bargaining situations include, in addition to units deciding on general wage in- creases, units agreeing to reduce wages or to leave wages unchanged. NOTE: Data for 1970 are preliminary. NA indicates data are not available. Reproduced at the Richard Nixon Presidential Library Table Wage and benefit decisions, annual periods, 1968-70 / (mean adjustments) Average percent change at annual rate in decisions during 4 quarters ending in-- Measure 1968 1969 1970 March June Sept. Dec. March June Sept. Dec. March June Major collective bargaining situations 2/-- Wage and benefit changes: Over life of contract 5.3 6.0 6.2 6.5 6.6 7.2 7.8 8.2 8.8 9.4 First-year adjustment 8.0 8.7 8.7 8.7 8.6 9.5 10.4 10.9 11.8 14.0 Wage-rate changes in-- All industries: Over life of contract NA NA NA 5.9 6.0 6.6 7.3 7.6 8.1 8.9 First-year adjustment NA NA NA 7.4 7.5 8.1 8.8 9.2 10.0 12.3 Manufacturing: Over life of contract NA NA NA 5.2 5.3 5.4 5.8 6.0 6.2 6.3 First-year adjustment NA NA NA 7.0 7.0 7.1 7.5 7.9 8.4 8.4 Nonmanufacturing: Over life of contract NA NA NA 6.5 6.6 8.2 9.0 9.3 10.2 11.0 First-year adjustment NA NA NA 7.8 8.0 9.3 10.2 10.8 11.6 15.2 Construction: Over life of contract NA NA NA 8.6 8.6 12.1 13.1 13.1 13.4 13.9 First-year adjustment NA NA NA 8.7 8.7 11.8 12.9 13.1 13.8 16.5 Wage increases in manufacturing 3/: All establishments NA NA NA 6.2 NA NA NA 6.8 7.0 NA Union establishments NA NA NA 6.5 NA NA NA 7.4 7.7 NA Nonunion establishments NA NA NA 5.8 NA NA NA 6.1 6.3 NA 1/ Data exclude possible adjustments in wages under cost-of-living escalator clauses (except increases guaranteed by the contract). 2/ Limited to private industry settlements affecting 1,000 workers or more (5,000 for wages and benefits combined). 3/ Averages are limited to establishments in which there were decisions to make general wage rate increases. Averages for major collective bargaining situations include, in addition to units deciding on general wage in- creases, units agreeing to reduce wages or to leave wages unchanged. NOTE: Data for 1970 are preliminary. NA indicates data are not available. Reproduced at the Richard Nixon Presidential Library Table 8. Consumer Price Indexes for Selected Commodities and Services Quarterly Percent Changes Quarter ending-- June '69 Consumer Price Indexes 1969 1970 to June '70 June Sept. Dec. Mar. June Seasonally adjusted All items 1.5 1.3 1.5 1.5 1.4 6.0 All commodities 1.4 1.0 1.5 0.9 1.3 8.2 Food 2.0 1.5 2.5 1.3 0.3 4.7 Nondurables less food 1.2 0.9 1.0 0.6 1.2 5.7 Durables 0.2 0.5 1.2 0.7 2.0 8.1 Not seasonally adjusted All items 1.6 1.3 1.5 1.4 1.5 6.0 Services 1.7 1.9 1.6 2.7 1.8 8.2 All commodities 1.5 1.0 1.6 0.7 1.4 4.7 Food 2.5 1.6 1.9 1.3 0.8 5.7 Food away from home 1.7 2.1 2.2 1.7 1.9 8.1 Food at home 2.8 1.5 1.8 1.3 0.5 5.1 Meats 8.7 2.8 -1.4 2.6 -0.2 3.9 Beef and veal 10.9 0.3 -3.3 2.3 1.3 0.5 Pork 8.3 6.0 -0.3 3.5 -2.5 6.6 Chicken, frying 3.8 4.6 -5.7 -1.2 -0.8 -3.3 All dairy products 0.8 1.2 1.7 1.4 0.6 5.0 Milk, grocery 0.5 1.2 1.8 1.4 -0.4 4.1 Cheese 2.9 1.6 2.4 2.6 0.6 7.4 Fruits and vegetables 2.5 -3.1 4.2 0.8 4.7 6.6 Fresh fruits and vegetables 3.8 -5.3 6.8 1.1 7.0 9.5 Processed fruits and vegetables 0.4 0.5 0.2 0.2 1.1 2.0 Cereals and bakery products 0.7 0.8 1.5 1.7 0.9 5.1 Bread, white -0.2 1.3 1.8 1.8 0 4.9 Eggs -14.7 23.0 23.6 -12.8 -25.0 -0.6 Nonalcoholic beverages 0.9 0.3 3.6 4.6 3.6 12.7 Durable Commodities 0.5 -0.1 1.8 0.4 2.3 4.5 New cars -0.6 -2.3 5.4 -0.5 -0.6 2.0 Household durables 1.3 0.4 0.3 0.8 0.7 2.3 Nondurables less food 1.3 1.1 1.0 0.3 1.3 3.8 Apparel less footwear 1.7 1.3 1.8 -0.6 1.3 3.7 Women's and girls' 1.7 1.5 2.1 -1.5 1.2 3.3 Men's and boys' 1.7 1.2 1.5 0.2 1.4 4.4 Footwear 1.8 1.6 1.5 1.3 1.0 5.4 Fuel cill and coal 0.3 0.5 0.9 1.3 0.3 3.1 Services 1.7 1.9 1.6 2.7 1.8 8.2 Rent 0.9 1.0 1.1 1.1 0.9 4.1 Insurance and finance 2.6 2.9 3.0 5.1 2.4 13.9 Utilities and public transportation 0.7 0.6 1.3 2.7 0.8 5.5 Housekeeping and home maintenance 2.3 2.7 2.0 1.7 1.7 8.4 Medical care 2.0 1.8 0.3 2.4 2.0 6.8 Reproduced at the Richard Nixon Presidential Library Reproduced at the Richard Nixon Presidential Library Table 2. Wholesale Price Indexes for Selected Industrial Commodities Quarterly Percent Changes Quarter ending-- June '69 Wholesale Price Indexes 1969 1970 to June '70 June Sept. Dec. Mar. June Seasonally adjusted WPI, All Commodities 1.2 0.6 1.5 1.0 0.2 3.4 Farm products 3.0 -0.3 3.2 1.2 -4.0 0.1 Processed food and feeds 2.7 0.2. 2.1 2.1 -1.6 2.8 Industrial commodities 0.5 1.0 1.0 0.8 1.1 4.0 Crude materials except food 3.6 3.6 3.2 2.8 1.5 8.4 Intermediate materials except food 0.2 0.9 1.1 0.5 1.6 4.2 Finished goods: Consumer nondurables except food 0.6 1.1 0.9 0.5 0.7 3.1 Consumer durables 0.5 0.3 0.8 0.8 0.6 2.4 Producers' goods 0.8 1.3 1.4 1.1 0.8 4.7 Not seasonally adjusted WPI, all commodities 1.3 0.4 1.3 1.3 0.3 3.4 Industrial commodities 0.2 0.9 1.2 1.0 0.8 4.0 Textile products and apparel 0.1 1.7 0.2 0.3 -0.2 2.0 Cotton products -0.1 1.3 0.2 -0.3 0.1 1.3 Wool products 0.8 0 -0.6 0.1 -1.5 -2.1 Manmade fiber products 0.7 -0.7 -0.1 -0.8 -1.5 -4.0 Apparel 0.4 2.6 0.6 0.9 0.4 4.5 Hides, skins, leather, and products 1.9 2.0 -1.4 0.2 0.4 1.3 Hides and skins 7.6 9.6 -15.4 -8.7 -5.5 -20.1 Leather 4.4 0.2 -1.7 -1.3 1.3 -1.4 Footwear 0.6 2.0 0.1 1.4 0.7 4.2 Fuels, related products, and power 0.8 -0.3 1.4 0.2 2.2 3.4 Crude petroleum 0.8 0 0 0 0 0 Refined petroleum 1.6 -1.5 0.4 -1.4 1.4 -1.1. Chemicals and allied products 0.2 0.6 -0.1 1.2 0.5 2.2 Industrial chemicals -0.9 1.2 -0.4 -0.5 0.7 1.0 Agricultural chemicals and products -0.3 -5.1 -0.8 6.1 -0.2 -0.3 Rubber and rubber products 0.3 1.5 1.7 -0.1 -0.3 2.9 Crude rubber 0.9 1.0 -2.8 -0.6 -0.9 -3.2 Tires and tubes 0 3.0 2.5 0 0 5.6 Lumber and wood products -13.2 -5.1 -0.6 -2.4 0.6 -7.4 Lumber -13.5 -9.0 -1.0 -3.8 -0.3 -13.6 Millwork 5.6 -1.2 -2.0 -0.8 0.3 -3.6 Plywood -35.9 0.2 2.6 -2.5 4.2 4.6 Pulp, paper, and products 0.8 0.5 0.6 2.4 0.1 3.7 Paper 0.8 -0.4 0.8 3.6 0.1 4.0 Converted paper and paperboard 1.0 1.0 0.8 2.0 0.6 4.5 Metal and metal products 1.8 3.2 1.7 2.6 1.7 9.5 Iron and steel 1.4 2.6 0.7 3.3 2.1 9.0 Nonferrous metals 4.3 5.9 4.6 2.2 1.0 14.4 Machinery and equipment 0.7 1.1 1.7 1.0 0.8 4.6 Nonelectrical machinery 0.9 1.2 2.2 1.1 0.8 5.3 Electrical machinery 0.5 0.7 0.8 0.9 0.9 3.4 Furniture and household durables 0.2 0.5 0.8 0.8 0.5 2.5 Household furniture 0.8 0.6 0.5 1.4 0.6 3.1 Floor covering -1.8 -0.6 -0.1 0.3 -0.9 -1.4 Household appliances 0.1 0.1 0.6 1.2 0.2 2.1 Nonmetallic mineral products 0.8 0.6 0.9 2.4 0.5 4.5 Concrete ingredients 0.3 0.5 0.2 3.5 1.2 5.5 Concrete products 0.4 1.4 0.9 2.5 1.0 5.8 Transportation equipment 0.3 -0.3 2.7 0.5 0.1 3.0 Passenger cars, new 0 -1.0 3.2 0 0.5 2.1 Railroad equipment 1.5 2.3 1.1 2.6 0.5 6.7 Miscellaneous products 2.3 1.1 0.5 0.7 2.8 5.1 Tobacco products 5.6 0.5 0.2 0.1 6.6 7.4 Appendix Table 10. Revised Indexes of Output per Man-hour, Hourly Compensation and Unit Labor Costs, 1969 (Indexes 1957-59=100) Seasonally Adjusted Real Output per Compensa- Year and compensa- Unit labor Output Man-hours quarter man-hour tion per man-hour 1/ tion per costs 2/ man-hour Total Private 1968 1st 152.4 111.3 136.9 158.5 133.3 115.8 2nd 155.1 112.3 138.1 160.8 133.7 116.5 3rd 156.7 112.9 138.8 164.1 134.7 118.2 4th 157.9 113.2 139.5 167.5 135.9 120.1 Annual Ave. 155.5 112.4 138.3 162.8 134.4 117.7 1969 1st 159.0 114.2 139.3 170.0 136.3 122.1 2nd 159.8 115.1 138.9 172.4 136.0 124.2 3rd 160.9 115.3 139.5 175.9 136.8 126.1 4th 160.4 114.8 139.7 179.6 137.8 128.6 Annual Ave. 160.0 114.9 139.3 174.5 136.8 125.3 Private Nonfarm 1968 1st 154.3 116.5 132.4 153.6 129.2 116.0 2nd 157.4 117.7 133.7 155.7 129.5 116.5 3rd 159.0 118.5 134.2 158.4 130.1 118.1 4th 160.1 118.9 134.6 161.7 131.3 120.2 Annual Ave. 157.7 117.9 133.7 157.4 130.0 117.7 1969 1st 161.1 120.1 134.1 163.9 131.5 122.2 2nd 162.4 121.2 134.0 166.2 131.1 124.1 3rd 163.4 121.7 134.2 169.2 131.6 126.1 4th 163.1 121.4 134.3 172.4 132.2 128.4 Annual Ave. 162.5 121.1 134.2 167.9 131.6 125.2 Manufacturing 8/, 9/ 1968 1st 161.2 119.4 135.0 148.3 124.8 109.9 2nd 164.5 120.4 136.6 150.3 125.0 110.0 3rd 166.6 121.2 137.5 152.7 125.4 111.1 4th 170.0 122.0 139.3 155.4 126.2 111.6 Annual Ave. 165.6 120.7 137.1 151.7 125.3 110.6 1969 1st 170.8 122.2 139.8 157.8 126.5 112.9 2nd 172.8 123.4 140.0 159.5 125.8 113.9 3rd 173.9 123.4 140.9 162.8 126.6 115.6 4th 170.8 122.5 139.4 165.2 126.7 118.5 Annual Ave. 172.1 122.9 140.0 161.4 126.5 115.2 See footnotes at end of table 3. Reproduced at the Richard Nixon Presidential Library COUNCIL OF 1 8 SEP MONETARY TRENDS 1970 PREPARED BY FEDERAL RESERVE BANK OF ST. LOUIS MONTH ENDING: August 31, 1970 RELEASED: September 16, 1970 The money stock increased at a 7 per cent annual rate from February to August. From the first quarter to the three months ending in August this magnitude rose at a 5 per cent rate. In contrast, growth was at a 1.6 per cent rate from January 1969 to February 1970. Other monetary aggregates increased rapidly from February to August. Federal Reserve credit increased at a 7 per cent rate, total member bank reserves at a 6.4 per cent rate, and the monetary base at a 7.2 per cent rate. Growth rates of several monetary aggregates are compared for three recent periods in the table at the bottom of this page. Time deposits at commercial banks have grown rapidly since February reflecting two relaxations of Regulation Q ceilings, and falling short-term market interest rates. These deposits increased at a 15 per cent annual rate from February to June and even more rapidly at a 37 per cent rate from June to August. This latter period of rapid growth followed the second change in Regulation Q, effective June 24, which suspended ceilings on some large CD's. Short-term market interest rates fell in August continuing the over-all decline since January. Yields on 4- to 6-month commercial paper have declined from 9 per cent for the week ending January 2 to 7.4 per cent for the week ending September 11. Over the same period, bankers' acceptances de- clined from 8.75 per cent to 7.13 per cent and the three-month Treasury bill rate from 8 per cent to 6.40 per cent. Most of the decline of these bill rates occurred in the first quarter and have changed little on balance over the past 5 months. Yields on the highest-grade corporate bonds for the week ending September 11 were 8.13 per cent and were generally steady during August after falling about 1/2 percentage point in July. On balance, yields on these bonds are still slightly higher than at the beginning of the year. Growth of Selected Monetary Aggregates (Annual Rates of Change) Jan. 1967 Jan. 1969 Feb. 1970 to to to Jan. 1969 Feb. 1970 Aug. 1970 Federal Reserve Credit 10.3 2.7 7.0 Total Member Bank Reserves 8.8 -1.4* 6.4 Monetary Base 6.4 2.8 7.2 Money Stock 7.3 1.6 7.0 Demand Deposit Component 7.5 0.4 6.6 Currency Component 6.3 6.1 7.9 Time Deposits 12.3 -5.1 21.6 Bank Credit 10.9 1.5 9.8 * Data are not completely comparable due to changes in Regulations M and D effective October 16, 1969. Reproduced at the Richard Nixon Presidential Library 2 MONEY STOCK COMPOUNDED ANNUAL RATES OF CHANGE TERMINAL INITIAL MONTH BILLIONS OF MONTH DOLLARS 1-69 2-69 3-69 4-69 5-69 6-69 7-69 8-69 9-69 10-69 11-69 12-69 1-70 2-70 3-70 4-70 5-70 6-70 7-70 2-69 3.1 196.3 3-69 3.1 3.1 196.8 4-69 4.8 5.6 8.2 198.1 5-69 3.9 4.1 4.7 1.2 198.3 6-69 4.0 4.2 4.5 2.8 4.3 199.0 7-69 3.6 3.7 3.9 2.4 3.1 1.8 199.3 8-69 2.8 2.8 2.7 1.4 1.4 0.0 -1.8 199.0 9-69 2.5 2.4 2.2 1.1 1.1 0.0 -0.9 0.0 199.0 10-69 2.3 2.1 2.0 1.0 1.0 0.2 -0.4 0.3 0.6 199.1 11-69 2.1 2.0 1.9 1.0 1.0 0.4 0.0 0.6 0.9 1.2 199.3 12-69 2.1 2.0 1.9 1.1 1.1 0.6 0.4 0.9 1.2 1.5 1.8 199.6 1-70 2.7 2.7 2.6 2.0 2.1 1.8 1.8 2.6 3.2 4.1 5.5 9.4 201.1 2-70 1.6 1.5 1.4 0.7 0.7 0.2 0.0 0.3 0.4 0.3 0.0 -0.9 -10.2 199.3 3-70 2.5 2.4 2.4 1.9 1.9 1.7 1.7 2.2 2.5 2.9 3.3 3.9 1.2 14.1 201.5 4-70 3.1 3.0 3.0 2.6 2.8 2.6 2.7 3.3 3.7 4.3 4.9 5.7 4.4 12.7 11.3 203.3 5-70 3.1 3.1 3.1 2.7 2.8 2.7 2.8 3.3 3.7 4.2 4.7 5.2 4.2 9.6 7.4 3.6 203.9 6-70 2.8 2.8 2.8 2.4 2.5 2.3 2.4 2.8 3.1 3.4 3.7 4.0 3.0 6.6 4.2 0.9 -1.8 203.6 7-70 2.9 2.9 2.8 2.5 2.6 2.5 2.5 2.9 3.2 3.5 3.8 4.1 3.2 6.1 4.2 2.0 1.2 4.2 204.3 8-70 3.3 3.3 3.3 3.1 3.2 3.1 3.2 3.6 4.0 4.3 4.6 5.0 4.4 7.0 5.7 4.3 4.6 7.9 11.7 206.2 1-69 2-69 3-69 4-69 5-69 6-69 7-69 8-69 9-69 10-69 11-69 12-69 1-70 2-70 3-70 4-70 5-70 6-70 7-70 INITIAL MONTH PREPARED BY FEDERAL RESERVE BANK OF ST. LOUIS SEPTEMBER 11, 1970 DEMAND DEPOSIT COMPONENT OF MONEY COMPOUNDED ANNUAL RATES OF CHANGE TERMINAL INITIAL MONTH BILLIONS OF MONTH DOLLARS 1-69 2-69 3-69 4-69 5-69 6-69 7-69 8-69 9-69 10-69 11-69 12-69 1-70 2-70 3-70 4-70 5-70 6-70 7-70 2-69 1.6 152.5 3-69 1.2 0.8 152.6 4-69 4.5 6.0 11.6 154.0 5-69 3.0 3.5 4.8 -1.5 153.8 6-69 3.0 3.4 4.3 0.8 3.2 154.2 7-69 2.8 3.0 3.6 1.0 2.4 1.6 154.4 8-69 1.7 1.7 1.9 -0.4 0.0 -1.5 -4.6 153.8 9-69 1.4 1.4 1.4 -0.5 -0.2 -1.3 -2.7 -0.8 153.7 10-69 1.1 1.1 1.1 -0.5 -0.3 -1.2 -2.1 -0.8 -0.8 153.6 11-69 0.9 0.8 0.8 -0.7 -0.5 -1.2 -1.9 -1.0 -1.2 -1.6 153.4 12-69 1.0 0.9 1.0 -0.3 -0.1 -0.6 -1.1 -0.2 0.0 0.4 2.4 153.7 1-70 1.8 1.8 1.9 0.9 1.2 0.9 0.8 1.9 2.6 3.7 6.4 10.6 155.0 2-70 0.4 0.3 0.3 -0.8 -0.7 -1.2 -1.5 -1.0 -1.1 -1.2 -1.0 -2.7 -14.4 153.0 3-70 1.4 1.4 1.4 0.6 0.8 0.5 0.4 1.1 1.4 1.9 2.8 2.9 -0.8 15.1 154.8 4-70 2.0 2.1 2.2 1.4 1.7 1.6 1.6 2.3 2.8 3.4 4.4 5.0 3.1 13.2 11.4 156.2 5-70 1.9 1.9 2.0 1.3 1.6 1.4 1.4 2.1 2.4 2.9 3.7 3.9 2.3 8.6 5.6 0.0 156.2 6-70 1.7 1.7 1.7 1.1 1.3 1.1 1.1 1.6 1.9 2.3 2.8 2.9 1.4 5.8 2.9 -1.1 -2.3 155.9 7-70 1.7 1.7 1.8 1.1 1.3 1.2 1.2 1.7 2.0 2.3 2.8 2.8 1.6 5.1 2.7 0.0 0.0 2.3 156.2 8-70 2.3 2.4 2.5 1.9 2.2 2.1 2.2 2.7 3.1 3.4 4.0 4.2 3.3 6.6 5.0 3.5 4.7 8.4 14.7 158.0 1-69 2-69 3-69 4-69 5-69 6-69 7-69 8-69 9-69 10-69 11-69 12-69 1-70 2-70 3-70 4-70 5-70 6-70 7-70 INITIAL MONTH PREPARED BY FEDERAL RESERVE BANK OF ST. LOUIS SEPTEMBER 11, 1970 Reproduced at the Richard Nixon Presidential Library 3 Money Stock Ratio Scale Ratio Scale Billions of Dollars Monthly Averages of Daily Figures Billions of Dollars 230 Seasonally Adjusted 230 225 225 220 220 215 215 210 210 +7.0% 206.2 205 +0.2% 205 +4.0% 200 200 195 195 190 190 +7.3% 185 185 180 180 175 175 170 170 165 165 Jan.'67 Jan.69 June'69 Feb. 70 Aug. 70 160 160 1967 1968 1969 1970 Percentages are annual rates of change for periods indicated. Latest data plotted: August Prepared by Federal Reserve Bank of St. Louis Demand Deposit Component of Money Stock Ratio Scale Monthly Averages of Daily Figures Ratio Scale Billions of Dollars Seasonally Adjusted Billions of Dollars 170 170 160 +6.6% +3.0% 160 158.0 150 150 +7.5% -1.2% 140 140 130 130 Jan. '67 Jan. '69 June 69 Feb.70 Aug. 70 120 120 1967 1968 1969 1970 Percentages are annual rates of change for periods indicated. Latest data plotted: August Prepared by Federal Reserve Bank of St. Louis Reproduced at the Richard Nixon Presidential Library 4 TIME DEPOSITS COMPOUNDED ANNUAL RATES OF CHANGE TERMINAL INITIAL MONTH BILLIONS OF MONTH DOLLARS 1-69 2-69 3-69 4-69 5-69 6-69 7-69 8-69 9-69 10-69 11-69 12-69 1-70 2-70 3-70 4-70 5-70 6-70 7-70 2-69 -4.6 202.4 3-69 -2.6 -0.6 202.3 4-69 -1.8 -0.3 0.0 202.3 5-69 -2.2 -1.4 -1.8 -3.5 201.7 6-69 -2.8 -2.4 -2.9 -4.4 -5.2 200.8 7-69 -5.3 -5.5 -6.7 -8.8 -11.3 -17.0 197.7 8-69 -7.2 -7.7 -9.0 -11.1 -13.5 1 -17.4 - -17.8 194.5 9-69 -6.6 -6.9 -7.9 -9.5 -10.9 -12.7 -10.4 -2.4 194.1 10-69 -6.3 -6.5 -7.3 -8.5 -9.5 -10.5 -8.2 -3.0 -3.6 193.5 11-69 -5.8 -5.9 -6.5 -7.4 -8.1 -8.6 -6.4 -2.2 -2.1 -0.6 193.4 12-69 -4.9 -4.9 -5.4 -6.0 -6.4 -6.6 -4.3 -0.6 0.0 1.9 4.4 194.1 1-70 -5.5 -5.5 -6.0 -6.7 -7.1 -7.3 -5.6 -2.9 -3.1 -2.9 -4.0 -11.7 192.1 2-70 -5.1 -5.1 -5.5 -6.1 -6.4 -6.5 -4.9 -2.6 -2.6 -2.3 -2.9 -6.3 -0.6 192.0 3-70 -3.8 -3.7 -4.0 -4.3 -4.4 -4.3 -2.6 -0.2 0.2 1.0 1.4 0.4 7.1 15.4 194.3 4-70 -2.1 -1.9 -2.0 -2.2 -2.1 -1.7 0.1 2.6 3.4 4.6 5.7 6.0 12.6 19.9 24.6 197.9 5-70 -1.3 -1.1 -1.1 -1.2 -1.0 -0.7 1.2 3.5 4.3 5.5 6.5 6.9 12.2 16.8 17.5 10.8 199.6 6-70 -0.8 -0.5 -0.5 -0.6 -0.3 0.1 1.8 4.0 4.8 5.9 6.8 7.2 11.5 14.7 14.5 9.8 8.7 201.0 7-70 1.2 1.6 1.7 1.8 2.2 2.8 4.7 7.0 8.0 9.3 10.7 11.6 16.0 19.6 20.7 19.5 24.1 41.5 206.9 8-70 2.6 3.0 3.3 3.5 3.9 4.6 6.5 8.8 9.9 11.4 12.8 13.9 18.1 21.6 22.9 22.4 26.5 36.5 31.7 211.7 1-69 2-69 3-69 4-69 5-69 6-69 7-69 8-69 9-69 10-69 11-69 12-69 1-70 2-70 3-70 4-70 5-70 6-70 7-70 INITIAL MONTH PREPARED BY FEDERAL RESERVE BANK OF ST. LOUIS SEPTEMBER 11, 1970 MONEY STOCK PLUS TIME DEPOSITS COMPOUNDED ANNUAL RATES OF CHANGE TERMINAL INITIAL MONTH BILLIONS OF MONTH DOLLARS 1-69 2-69 3-69 4-69 5-69 6-69 7-69 8-69 9-69 10-69 11-69 12-69 1-70 2-70 3-70 4-70 5-70 6-70 7-70 2-69 -0.9 398.7 3-69 0.2 1.2 399.1 4-69 1.4 2.6 4.0 400.4 5-69 0.8 1.3 1.4 -1.2 400.0 6-69 0.5 0.8 0.7 -0.9 -0.6 399.8 7-69 -1.0 -1.0 -1.6 -3.4 -4.4 -8.1 397.0 8-69 -2.4 -2.6 -3.3 -5.1 -6.3 -9.1 -10.1 393.5 9-69 -2.2 -2.4 -3.0 -4.3 -5.1 -6.5 -5.8 -1.2 393.1 10-69 -2.1 -2.3 -2.8 -3.9 -4.4 -5.3 -4.4 -1.4 -1.5 392.6 11-69 -1.9 -2.0 -2.4 -3.3 -3.6 -4.2 -3.2 -0.8 -0.6 0.3 392.7 12-69 -1.4 -1.5 -1.8 -2.5 -2.7 -3.0 -2.0 0.2 0.6 1.7 3.1 393.7 1-70 -1.5 -1.5 -1.8 -2.4 -2.5 -2.8 -1.9 -0.2 0.1 0.6 0.8 -1.5 393.2 2-70 -1.8 -1.9 -2.1 -2.7 -2.9 -3.2 -2.4 -1.1 -1.1 -1.0 -1.4 -3.6 -5.6 391.3 3-70 -0.7 -0.7 -0.8 -1.3 -1.3 -1.3 -0.5 1.0 1.4 2.0 2.4 2.2 4.0 14.7 395.8 4-70 0.4 0.5 0.5 0.2 0.3 0.4 1.4 2.9 3.6 4.4 5.3 5.8 8.4 16.2 17.7 401.2 5-70 0.8 1.0 0.9 0.7 0.9 1.0 2.0 3.4 4.0 4.8 5.6 6.1 8.1 13.1 12.3 7.1 403.5 6-70 1.0 1.1 1.1 0.9 1.1 1.2 2.1 3.4 3.9 4.6 5.3 5.6 7.1 10.5 9.2 5.2 3.3 404.6 7-70 2.0 2.2 2.3 2.2 2.4 2.6 3.6 4.9 5.6 6.4 7.1 7.7 9.4 12.6 12.1 10.3 12.0 21.4 411.2 8-70 3.0 3.2 3.3 3.3 3.6 3.9 4.8 6.2 6.9 7.8 8.6 9.4 11.0 14.1 13.9 13.0 15.1 21.4 21.4 417.9 1-69 2-69 3-69 4-69 5-69 6-69 7-69 8-69 9-69 10-69 11-69 12-69 1-70 2-70 3-70 4-70 5-70 6-70 7-70 INITIAL MONTH PREPARED BY FEDERAL RESERVE BANK OF ST. LOUIS SEPTEMBER 11, 1970 Reproduced at the Richard Nixon Presidential Library 5 Time Deposits Ratio Scale Monthly Averages of Daily Figures Ratio Scale Billions of Dollars Seasonally Adjusted Billions of Dollars 220 220 211.7 210 +21.6% 210 +18.0% 200 200 190 -5.4% 190 +11.8% 180 180 170 170 160 160 Jan. '67 June '68 Dec. 68 Feb.70 Aug.70 150 150 1967 1968 1969 1970 Percentages are annual rates of change for periods indicated. Latest data plotted: August Prepared by Federal Reserve Bank of St. Louis Money Stock Plus Time Deposits Ratio Scale Ratio Scale Billions of Dollars Monthly Averages of Daily Figures Billions of Dollars Seasonally Adjusted 430 430 420 417.9 420 +14.1% 410 +0.1% 410 400 400 390 390 -3.2% 380 380 +10.3% 370 370 360 360 350 350 340 340 330 330 320 320 310 Jan. 67 Dec. '68 June '69 Feb. 70 Feb.70 Aug. 70 310 300 300 1967 1968 1969 1970 Percentages are annual rates of change for periods indicated. Latest data plotted: August Prepared by Federal Reserve Bank of St. Louis Reproduced at the Richard Nixon Presidential Library 6 TOTAL RESERVES COMPOUNDED ANNUAL RATES OF CHANGE TERMINAL INITIAL MONTH BILLIONS OF MONTH DOLLARS 1-69 2-69 3-69 4-69 5-69 6-69 7-69 8-69 9-69 10-69 11-69 12-69 1-70 2-70 3-70 4-70 5-70 6-70 7-70 2-69 -3.4 28.06 3-69 -3.6 -3.8 27.97 4-69 -5.0 -5.8 -7.9 27.78 5-69 1.1 2.6 5.9 21.8 28.24 6-69 -0.7 0.0 1.3 6.2 -7.4 28.06 7-69 -4.3 -4.5 -4.6 -3.6 -14.2 -20.5 27.53 8-69 -4.5 -4.6 -4.8 -4.0 -11.4 -13.3 -5.5 27.40 9-69 -3.9 -4.0 -4.0 -3.3 -8.7 -9.1 -2.8 0.0 27.40 10-69 -3.7 -3.8 -3.8 -3.1 -7.4 -7.4 -2.6 -1.1 -2.2 27.35 11-69 -1.5 -1.3 -1.0 0.0 -3.2 -2.4 2.7 5.7 8.6 20.6 27.78 12-69 -0.8 -0.6 -0.2 0.8 -1.9 -0.9 3.5 5.9 8.0 13.4 6.7 27.93 1-70 -0.5 -0.2 0.1 1.1 -1.3 -0.4 3.4 5.3 6.7 9.9 4.8 3.0 28.00 2-70 -1.4 -1.2 -1.0 -0.3 -2.4 -1.8 1.2 2.3 2.8 4.1 -0.9 -4.4 -11.4 27.72 3-70 -1.3 -1.1 -0.9 -0.2 -2.2 -1.6 1.0 2.0 2.3 3.3 -0.6 -3.0 -5.9 0.0 27.72 4-70 0.2 0.5 0.8 1.6 -0.1 0.7 3.4 4.5 5.2 6.5 3.8 3.1 3.2 11.3 23.9 28.22 5-70 -0.7 -0.5 -0.2 0.4 -1.2 -0.7 1.6 2.4 2.7 3.4 0.8 -0.3 -1.2 2.5 3.7 13.2 27.89 6-70 -0.6 -0.4 -0.2 0.4 -1.1 -0.6 1.5 2.2 2.4 3.0 0.7 -0.2 -0.9 2.0 2.6 -6.6 0.4 27.90 7-70 -0.2 -0.1 0.2 0.7 -0.6 -0.1 1.9 2.6 2.8 3.4 1.4 0.7 0.3 2.8 3.5 -2.5 3.3 6.2 28.04 8-70 1.0 1.3 1.6 2.2 1.0 1.6 3.6 4.4 4.8 5.5 4.0 3.6 3.7 6.4 7.8 4.1 10.6 16.0 26.8 28.60 1-69 2-69 3-69 4-69 5-69 6-69 7-69 8-69 9-69 10-69 11-69 12-69 1-70 2-70 3-70 4-70 5-70 6-70 7-70 * Data encompassing changes for October, 1969 INITIAL MONTH are not completely comparable because of changes in Regulations M and D effective October 16, 1969. PREPARED BY FEDERAL RESERVE BANK OF ST. LOUIS SEPTEMBER 11. 1970 Reproduced at the Richard Nixon Presidential Library 7 Reserves of Member Banks L1 Ratio Scale Ratio Scale Billions of Dollars Monthly Averages of Daily Figures Billions of Dollars Seasonally Adjusted 31 31 30 30 29 +1.1% +4.0% 29 28.6 28 28 * 27 +8.8% 27 -8.7% 26 26 25 25 24 24 23 23 22 22 Jan. '67 Jan. Jan.'69 '69 May '69 Sept. '69 Nov. '69 Aug. '70 21 21 1967 1968 1969 1970 1 Data before May 1969 have been adjusted for estimated effect of reserve requirement changes. *Break in series due to changes in Regulations M and D effective October 16, 1969. Percentages are annual rates of change for periods indicated. Latest data plotted: August Prepared by Federal Reserve Bank of St. Louis Reproduced at the Richard Nixon Presidential Library 8 MONETARY BASE COMPOUNDED ANNUAL RATES. OF CHANGE TERMINAL INITIAL MONTH MILLIONS OF MONTH DOLLARS 1-69 2-69 3-69 4-69 5-69 6-69 7-69 8-69 9-69 10-69 11-69 12-69 1-70 2-70 3-70 4-70 5-70 6-70 7-70 2-69 2.0 76,609 3-69 2.5 3.0 76,795 4-69 2.6 2.8 2.7 76,967 5-69 5.0 6.0 7.5 12.6 77,729 6-69 3.3 3.6 3.8 4.3 -3.3 77,515 7-69 2.1 2.1 1.8 1.5 -3.5 -3.8 77,263 8-69 2.5 2.5 2.4 2.4 -0.8 0.4 4.9 77,572 9-69 2.1 2.1 2.0 1.8 -0.7 0.1 2.2 -0.5 77,541 10-69 2.1 2.2 2.1 1.9 -0.1 0.8 2.3 1.1 2.6 77,710 11-69 2.8 2.9 2.9 2.9 1.4 2.3 3.9 3.6 5.7 8.8 78,257 12-69 2.7 2.8 2.7 2.7 1.4 2.2 3.5 3.1 4.3 5.2 1.7 78,365 1-70 3.0 3.1 3.1 3.2 2.1 2.8 4.0 3.8 4.9 5.7 4.2 6.8 78,793 2-70 2.8 2.9 2.9 2.9 1.9 2.5 3.5 3.2 4.0 4.3 2.9 3.4 0.2 78,809 3-70 3.0 3.1 3.1 3.2 2.3 2.9 3.8 3.6 4.3 4.6 3.6 4.3 3.0 5.9 79,188 4-70 3.6 3.8 3.8 3.9 3.2 3.8 4.7 4.7 5.5 5.9 5.4 6.3 6.2 9.3 12.7 79,983 5-70 4.0 4.1 4.2 4.3 3.7 4.3 5.2 5.2 6.0 6.4 6.1 7.0 7.0 9.4 11.1 9.5 80,592 6-70 3.6 3.7 3.7 3.8 3.2 3.7 4.4 4.4 4.9 5.2 4.7 5.2 4.9 6.1 6.2 3.1 -3.0 80,391 7-70 3.9 4.0 4.0 4.1 3.6 4.1 4.8 4.8 5.3 5.6 5.2 5.8 5.6 6.7 6.9 5.0 2.8 9.0 80,968 8-70 4.2 4.3 4.4 4.5 3.9 4.5 5.2 5.2 5.7 6.0 5.7 6.2 6.2 7.2 7.4 6.1 5.0 9.2 9.5 81,585 1-69 2-69 3-69 4-69 5-69 6-69 7-69 8-69 9-69 10-69 11-69 12-69 1-70 2-70 3-70 4-70 5-70 6-70 7-70 INITIAL MONTH PREPARED BY FEDERAL RESERVE BANK OF ST. LOUIS SEPTEMBER 11, 1970 TOTAL FEDERAL RESERVE CREDIT COMPOUNDED ANNUAL RATES OF CHANGE TERMINAL INITIAL MONTH MILLIONS OF MONTH DOLLARS 1-69 2-69 3-69 4-69 5-69 6-69 7-69 8-69 9-69 10-69 11-69 12-69 1-70 2-70 3-70 4-70 5-70 6-70 7-70 2-69 2.7 63,330 3-69 3.3 3.9 63,533 4-69 1.5 0.9 -2.1 63,423 5-69 4.6 5.3 6.0 14.7 64,151 6-69 5.4 6.1 6.8 11.5 8.5 64,587 7-69 3.2 3.3 3.2 5.0 0.4 -7.0 64,196 8-69 3.4 3.5 3.4 4.8 1.7 -1.5 4.4 64,428 9-69 3.4 3.5 3.4 4.5 2.2 0.1 3.9 3.4 64,608 10-69 3.6 3.8 3.7 4.7 2.9 1.5 4.5 4.6 5.7 64,909 11-69 4.8 5.0 5.1 6.2 4.9 4.2 7.2 8.1 10.5 15.5 65,692 12-69 5.0 5.3 5.4 6.4 5.3 4.8 7.3 8.0 9.6 11.6 7.9 66,111 1-70 3.4 3.5 3.5 4.1 2.8 2.0 3.6 3.5 3.5 2.8 -3.0 -12.9 65,355 2-70 2.7 2.7 2.6 3.1 1.9 1.1 2.3 1.9 1.6 0.6 -3.9 -9.3 -5.5 65,045 3-70 3.1 3.1 3.0 3.5 2.4 1.8 3.0 2.8 2.6 2.0 -1.1 -3.9 0.9 7.9 65,457 4-70 3.7 3.7 3.7 4.2 3.3 2.8 4.0 3.9 4.0 3.7 1.5 -0.0 4.7 10.2 12.6 66,106 5-70 4.2 4.3 4.4 4.9 4.1 3.7 4.8 4.9 5.1 5.0 3.3 2.4 6.6 11.0 12.6 12.7 66,769 6-70 3.5 3.6 3.5 4.0 3.2 2.8 3.7 3.6 3.6 3.4 1.8 0.8 3.7 6.2 5.7 2.4 -7.0 66,364 7-70 3.6 3.6 3.6 4.0 3.3 2.9 3.7 3.7 3.7 3.5 2.1 1.3 3.8 5.8 5.3 3.0 -1.5 4.3 66,596 8-70 4.0 4.1 4.1 4.5 3.9 3.6 4.4 4.4 4.5 4.4 3.2 2.7 5.1 7.0 6.8 5.4 3.1 8.6 13.1 67,282 1-69 2-69 3-69 4-69 5-69 6-69 7-69 8-69 9-69 10-69 11-69 12-69 1-7C 2-70 3-70 4-70 5-70 6-70 7-70 INITIAL MONTH PREPARED BY FEDERAL RESERVE BANK OF ST. LOUIS SEPTEMBER 11, 1970 Reproduced at the Richard Nixon Presidential Library 9 Monetary Base and Federal Reserve Credit Ratio Scale Ratio Scale Billions of Dollars Monthly Averages of Daily Figures Billions of Dollars 90 Seasonally Adjusted 90 85 85 +7.2% +4.0% 81.6 80 +5.0% 80 75 +6.4% -0.7% 75 Monetary Base L1 70 70 +7.0% +1.6% +2.2% 67.3 +4.6% 65 65 +10.3% 60 60 Federal Reserve Credit |2 55 55 50 50 Jan.'67 Jan. 69 May 69 Sept. 69 Feb. '70 Aug. '70 45 45 1967 1968 1969 1970 1 Uses of the monetary base are member bank reserves and currency held by the public and nonmember banks. Adjustments are made for reserve requirement changes and shifts in deposits among classes of banks. Data are computed by this bank. 2 Total Federal Reserve credit outstanding includes holdings of securities, loans, float, and "other" assets. Adjustments are made for reserve requirement changes and shifts in deposits among classes of banks. Data are computed by this bank. Percentages are annual rates of change for periods indicated. Latest data plotted: August Prepared by Federal Reserve Bank of St. Louis Reproduced at the Richard Nixon Presidential Library 10 TOTAL BANK CREDIT ALL COMMERCIAL BANKS - MONTHLY AVERAGE OF DAILY FIGURES* COMPOUNDED ANNUAL RATES OF CHANGE TERMINAL INITIAL MONTH BILLIONS OF MONTH DOLLARS 1-69 2-69 3-69 4-69 5-69 6-69 7-69 8-69 9-69 10-69 11-69 12-69 1-70 2-70 3-70 4-70 5-70 6-70 7-70 2-69 1.6 389.9 3-69 4.1 6.7 392.0 4-69 8.6 12.3 18.2 397.5 5-69 5.3 6.6 6.6 -3.9 396.2 6-69 5.6 6.7 6.7 1.4 6.9 398.4 7-69 4.8 5.4 5.1 1.1 3.7 0.6 398.6 8-69 2.7 2.9 2.2 -1.5 -C.7 -4.3 -8.9 395.5 9-69 2.6 2.7 2.1 -0.9 -0.2 -2.4 -3.9 1.5 396.0 10-69 2.2 2.3 1.7 -0.8 -0.2 -1.9 -2.7 0.6 -0.3 395.9 11-69 2.5 2.6 2.2 0.0 0.7 -0.5 -0.8 2.1 2.4 5.3 397.6 12-69 2.7 2.9 2.5 0.6 1.3 0.4 0.4 2.8 3.3 5.1 4.9 399.2 1-70 2.3 2.4 2.0 0.3 0.8 0.0 -0.1 1.8 1.8 2.5 1.2 -2.4 398.4 2-70 1.5 1.5 1.1 -0.5 -0.1 -0.9 -1.2 0.2 -0.1 0.0 -1.7 -4.9 -7.3 395.9 3-70 2.6 2.7 2.4 1.0 1.5 1.0 1.0 2.5 2.7 3.3 2.8 2.1 4.4 17.7 401.3 4-70 3.6 3.8 3.6 2.4 3.0 2.7 2.9 4.5 4.9 5.8 5.9 6.1 9.1 18.4 19.1 407.2 5-70 3.4 3.5 3.3 2.2 2.7 2.4 2.5 3.9 4.2 4.9 4.8 4.8 6.6 11.7 8.8 -0.6 407.0 6-70 3.3 3.4 3.2 2.2 2.6 2.3 2.4 3.7 3.9 4.4 4.3 4.2 5.6 9.1 6.3 0.4 1.5 407.5 7-70 3.9 4.0 3.8 2.9 3.5 3.2 3.4 4.6 4.9 5.5 5.6 5.6 7.0 10.2 8.4 5.0 7.9 14.8 412.2P 8-70 4.1 4.2 4.1 3.3 3.8 3.5 3.8 4.9 5.2 5.8 5.8 6.0 7.2 9.8 8.3 5.8 8.0 11.4 8.1 414.9P 1-69 2-69 3-69 4-69 5-69 6-69 7-69 8-69 9-69 10-69 11-69 12-69 1-70 2-70 3-70 4-70 5-70 6-70 7-70 INITIAL MONTH *ESTIMATED BY FEDERAL RESERVE BANK OF ST. LOUIS P- PRELIMINARY PREPARED BY FEDERAL RESERVE BANK OF ST. LOUIS SEPTEMBER 11, 1970 TOTAL LOANS ALL COMMERCIAL BANKS MONTHLY AVERAGE OF DAILY FIGURES* COMPOUNDED ANNUAL RATES OF CHANGE TERMINAL INITIAL MONTH BILLIONS OF MONTH DOLLARS 1-69 2-69 3-69 4-69 5-69 6-69 7-69 8-69 9-69 10-69 11-69 12-69 1-70 2-70 3-70 4-70 5-70 6-70 7-70 2-69 10.2 259.8 3-69 12.7 15.3 262.9 4-69 15.8 18.6 22.0 267.3 5-69 12.1 12.7 11.5 1.8 267.7 6-69 11.8 12.2 11.2 6.2 10.8 270.0 7-69 11.1 11.2 10.3 6.6 9.1 7.3 271.6 8-69 8.5 8.2 6.9 3.4 3.9 0.7 -5.6 270.3 9-69 8.5 8.3 7.1 4.4 5.0 3.1 1.1 8.3 272.1 10-69 8.6 8.4 7.4 5.2 5.8 4.6 3.7 8.7 9.2 274.1 11-69 8.3 8.1 7.3 5.3 5.9 5.0 4.4 7.9 7.7 6.3 275.5 12-69 8.4 8.2 7.4 5.7 6.3 5.6 5.2 8.1 8.0 7.4 8.6 277.4 1-70 7.5 7.3 6.5 4.9 5.3 4.6 4.1 6.1 5.6 4.5 3.5 -1.3 277.1 2-70 6.6 6.3 5.5 4.0 4.2 3.4 2.9 4.3 3.6 2.2 0.9 -2.8 -4.2 276.1 3-70 7.2 6.9 6.3 4.9 5.3 4.7 4.3 5.8 5.4 4.7 4.3 2.9 5.1 15.3 279.4 4-70 7.3 7.1 6.5 5.3 5.6 5.1 4.9 6.3 6.0 5.5 5.3 4.5 6.5 12.3 9.4 281.5 5-70 6.4 6.1 5.5 4.3 4.6 4.0 3.7 4.8 4.3 3.7 3.2 2.2 3.1 5.6 1.1 -6.6 279.9 6-70 5.8 5.5 4.9 3.8 4.0 3.4 3.1 4.0 3.5 2.8 2.3 1.3 1.8 3.4 -0.3 -4.8 -3.0 279.2 7-70 6.5 6.3 5.7 4.7 4.9 4.5 4.3 5.2 4.9 4.5 4.2 3.6 4.5 6.3 4.1 2.4 7.3 18.6 283.2P 8-70 6.4 6.1 5.6 4.7 4.9 4.5 4.2 5.1 4.8 4.4 4.2 3.6 4.4 5.9 4.1 2.8 6.1 11.0 3.9 284.1P 1-69 2-69 3-69 4-69 5-69 6-69 7-69 8-69 9-69 10-69 11-69 12-69 1-70 2-70 3-7C 4-70 5-70 6-70 7-70 INITIAL MONTH *ESTIMATED BY FEDERAL RESERVE BANK OF ST. LOUIS P- PRELIMINARY PREPARED BY FEDERAL RESERVE BANK OF ST. LOUIS SEPTEMBER 11, 1970 Reproduced at the Richard Nixon Presidential Library 11 Bank Credit* All Commercial Banks Ratio Scale Ratio Scale Billions of Dollars Monthly Averages of Daily Figures Billions of Dollars Seasonally Adjusted 500 500 +9.8% +6.2% 414.9 400 +11.4% 400 Total +1.6% -0.5% 300 +4.0% +5.9% 300 +8.9% +12.3% 284.1 +6.9% +2.9% Loans 200 200 +12.6% +8.9% +19.2% Investments +21.9% 130.8 -4.7% +2.9% -9.5% 100 100 90 0.9% 90 199. 80 Jan.62 Dec. '66' Oct:67 Dec. '68 Feb.70 Aug 70 80 70 70 1962 1963 1964 1965 1966 1967 1968 1969 1970 *Data are estimated by the Federal Reserve Bank of St. Louis. Percentages are annual rates of change for periods indicated. Latest data plotted: August estimated Prepared by Federal Reserve Bank of St. Louis TOTAL INVESTMENTS ALL COMMERCIAL BANKS - MONTHLY AVERAGE OF DAILY FIGURES* COMPOUNDED ANNUAL RATES OF CHANGE TERMINAL INITIAL MONTH BILLIONS OF MONTH DOLLARS 1-69 2-69 3-69 4-69 5-69 6-69 7-69 8-69 9-69 10-69 11-69 12-69 1-70 2-70 3-70 4-70 5-70 6-70 7-70 2-69 -13.6 130.1 3-69 -11.3 -8.8 129.1 4-69 -4.5 0.5 10.7 130.2 5-69 -7.1 -4.8 -2.8 -14.6 128.5 6-69 -5.9 -3.9 -2.2 -8.0 -0.9 128.4 7-69 -7.0 -5.6 -4.8 -9.5 -6.8 -12.3 127.0 8-69 -8.3 -7.4 -7.1 -11.1 -9.9 -14.1 -15.7 125.2 9-69 -8.8 -8.0 -7.9 -11.2 -10.4 -13.3 -13.8 -11.8 123.9 10-69 -9.9 -9.4 -9.5 -12.5 -12.1 -14.6 -15.4 -15.2 -18.5 121.8 11-69 -8.7 -8.1 -8.0 -10.4 -9.7 -11.4 -11.1 -9.5 -8.4 3.0 122.1 12-69 -8.2 -7.6 -7.5 -9.5 -8.8 -10.0 -9.5 -7.9 -6.6 0.0 -2.9 121.8 1-70 -7.9 -7.4 -7.2 -9.0 -8.3 -9.3 -8.8 -7.3 -6.2 -1.6 -3.9 -4.8 121.3 2-70 -8.4 -7.9 -7.8 -9.5 -8.9 -9.9 -9.5 -8.4 -7.8 -4.8 -7.3 -9.5 -13.9 119.8 3-70 -6.4 -5.8 -5.6 -6.9 -6.1 -6.7 -6.0 -4.5 -3.2 0.2 -0.5 0.3 3.0 23.2 121.9 4-70 -3.7 -2.9 -2.4 -3.5 -2.4 -2.5 -1.4 0.6 2.5 6.5 7.2 9.9 15.3 33.4 44.5 125.7 5-70 -2.6 -1.8 -1.3 -2.2 -1.1 -1.1 0.1 2.0 3.9 7.6 8.4 10.8 15.0 26.7 28.5 14.2 127.1 6-70 -1.8 -1.0 -0.5 -1.3 -0.1 -0.1 1.1 3.0 4.8 8.1 8.9 11.0 14.4 22.8 22.7 13.1 11.9 128.3 7-70 -1.4 -0.6 -0.1 -0.7 0.3 0.4 1.6 3.3 5.0 8.0 8.6 10.3 13.1 19.4 18.5 10.9 9.3 6.7 129.0P 8-70 -0.4 0.4 0.9 0.3 1.4 1.6 2.8 4.5 6.1 8.9 9.6 11.3 13.8 19.2 18.4 12.7 12.2 12.3 18.1 130.8P 1-69 2-69 3-69 4-69 5-69 6-69 7-69 8-69 9-69 10-69 11-69 12-69 1-70 2-70 3-70 4-70 5-70 6-70 7-70 INITIAL MONTH *ESTIMATED BY FEDERAL RESERVE BANK OF ST. LOUIS P- PRELIMINARY PREPARED BY FEDERAL RESERVE BANK OF ST. LOUIS SEPTEMBER 11, 1970 Reproduced at the Richard Nixon Presidential Library 12 Money Market Rates Ratio Scale Ratio Scale of Yields Monthly Averages of Daily Figures of Yields 9 9 8 7.948 7.20 7 7 4- to 6-Month 6.75 Prime Commercial Paper 6.41 6 6 5 5 Regulation Q Maxium Rate L1 Bankers' Acceptances 4 4 3-Month Treasury Bills 3 3 2 2 1962 1963 1964 1965 1966 1967 1968 1969 1970 |1 Rate on deposits in amounts of $100,000 or more maturing in 90-179 days. Latest data plotted: August Prepared by Federal Reserve Bank of St. Louis Reproduced at the Richard Nixon Presidential Library 13 Yields on Highest-Grade Corporate Bonds Per Cent Per Cent 8.13 8 8 7 7 Nominal Rate of Return (Corporate Aaa Bonds) 6 6 5 5 Real Rate of Return* 4 3.984 3 3 2 2 O O 1962 1963 1964 1965 1966 1967 1968 1969 1970 *Estimates of "real" interest rates were obtained from statistical regressions of nominal interest rates on current and lagged price changes and on variables thought to influence "real" interest rates (i.e., the level of and changes in output and changes in the deflated money stock). See William P. Yohe and Denis S. Karnosky, "Interest Rates and Price Level Changes, 1952-69," Review, Federal Reserve Bank of St. Louis, December 1969. Latest data plotted: August Prepared by Federal Reserve Bank of St. Louis Reproduced at the Richard Nixon Presidential Library 14 Recent Growth Rates in Monetary Aggregates Compounded Annual Rates of Change and Percentile Rank Length of Period Ending August 1970 Variable 3 months 6 months 9 months 12 months Rate Rate Rate Rate of of of of Change Percentile Change Percentile Change Percentile Change Percentile Federal Reserve Credit 3.1 29 7.0 47 3.2 24 4.4 33 Total Member Bank Reserves 10.6 93 6.4 81 4.0 48 4.4 63 Monetary Base 5.0 74 7.2 100 5.7 90 5.2 85 Money Supply 4.6 73 7.0 94 4.6 79 3.6 59 Money Plus Time Deposits 15.1 100 14.1 100 8.6 85 6.2 63 Bank Credit 8.0 52 9.8 73 5.8 25 4.9 19 Based on all possible consecutive periods of the same length from January 1950 through August 1970 with the exception of Total Member Bank Reserves and Bank Credit both of which are based on data from January 1959. 2/ Data used are averages of daily figures as on the bank credit "Triangle". Illustration of Use: Monetary Base has risen at a 5.0 per cent annual rate in the three months ending August 1970. This rate was as great or greater than 74 per cent of all other consecutive three-month periods since January 1950. Reproduced at the Richard Nixon Presidential Library JULY 1970 REVISIONS ouncil of Economic Advisers 1 Gross National Product or Expenditure, Selected Periods, 1961-70 Oct. 13 August 12, 1970 (Billions of dollars; seasonally adjusted annual rates) 1961 1965 1967 1968 1969 1970 Item 1967 1968 1969 I II III IV I II III IV I II III IV I II III ross national product or expenditure 793.9 865.0 931.4 503.6 675.7 800.9 815.9 834.9 858.1 875.8 891.4 907.6 923.7 942.6 951.7 959.5 971.1 985.2 Personal consumption expenditures 492.1 535.8 577.5 328.4 427.9 495.5 502.5 519.7 529.1 543.8 550.8 561.8 573.3 582.1 592.6 603.1 614.4 6224 Durable goods 73.1 84.0 90.0 41.9 64.4 73.7 75.3 79.9 82.6 86.7 86.9 89.1 90.6 89.5 90.8 89.1 91.9 91.4 Nondurable goods 215.0 230.2 245.8 154.1 189.7 215.5 217.1 225.6 227.6 232.6 234.8 239.2 244.0 248.1 252.0 258.8 262.6 265.5 Services 204.0 221.6 241.6 132.4 173.8 206.3 210.1 214.2 218.9 224.5 229.0 233.5 238.7 244.5 249.8 255.2 259.9 2654 Gross private domestic investment 116.6 126.5 139.8 64.3 105.3 118.6 123.0 119.8 127.3 126.5 132.6 136.0 139.3 143.8 140.2 133.2 134.3 1368 Fixed investment 108.4 118.9 131.4 67.7 96.5 109.9 113.0 117.2 117.0 118.3 123.3 128.7 131.4 132.4 133.0 131.6 131.2 132.8 Nonresidential 83.3 88.7 99.3 46.0 69.5 83.3 84.1 88.3 86.4 88.3 91.6 95.7 97.5 101.5 102.6 102.6 102.8 1037 Structures 28.0 29.6 33.8 18.4 25.1 27.9 28.0 29.8 28.9 29.4 30.3 32.6 32.3 35.2 35.1 35.7 35.3 35.4 Producers' durable equipment. 55.3 59.1 65.5 27.6 44.4 55.4 56.2 58.5 57.5 59.0 61.3 63.1 65.2 66.3 67.5 66.9 67,5 68.4 Residential structures 25.1 30.3 32.0 21.7 27.0 26.6 28.8 28.8 30.6 29.9 31.7 33.0 33.9 31.0 30.4 29.1 28.4 29.1 Nonfarm 24.5 29.7 31.5 21.1 26.4 26.0 28.3 28.3 30.1 29.4 31.1 32.4 33.3 30.4 29.8 28.4 27.8 29.5 Farm .6 .5 .6 .6 .5 .6 .6 .6 .6 .5 .5 .5 .6 .6 .6 .6 .6 .6 Change in business inventories 8.2 7.6 8.5 -3.5 8.9 8.7 10.0 2.6 10.4 8.2 9.3 7.4 7.9 11.3 7.2 1.6 3.1 4.0 Nonfarm 7.5 7.5 8.0 -3.7 8.1 7.8 8.5 2.5 10.3 8.1 9.3 7.3 7.6 10.8 6.5 .9 2.6 3.5 Farm .7 .1 .4 .3 .8 .9 1.4 .2 .1 .1 .0 .1 :3 .5 .7 .7 .5 .5 Net exports of goods and services 5.2 2.5 1.9 6.6 8.1 5.6 4.0 1.8 3.4 3.4 1.4 1.3 1.3 2.6 2.6 3.5 4.1 47 Exports 46.2 50.6 55.5 28.6 40.8 46.3 46.8 47.7 50.7 53.2 50.9 47.8 57.2 58.3 58.8 61.1 62.8 63.5 Imports 41.0 48.1 53.6 22.0 32.7 40.7 42.8 45.9 47.3 49.8 49.5 46.5 55.9 55.6 56.2 57.6 58.7 58.8 Government purchases of goods and services 180.1 200.2 212.2 104.3 134.4 181.3 186.5 193.6 198.3 202.1 206.7 208.5 209.9 214.1 216.3 219.6 218.4 221.3 Federal 90.7 99.5 101.3 55.4 65.5 91.4 93.6 96.4 98.9 100.7 101.9 100.9 99.8 102.5 102.1 102.3 99.7 99.0 National defense 72.4 78.0 78.8 46.9 49.2 73.0 74.7 76.3 77.8 78.6 79.2 78.6 77.9 79.8 78.8 79.3 76.8 752 Other 18.4 21.5 22.6 8.4 16.2 18.3 18.9 20.1 21.1 22.1 22.7 22.4 21.9 22.7 23.3 23.0 22.9 23.8 State and local 89.4 100.7 110.8 49.0 68.9 89.9 92.9 97.2 99.4 101.4 104.7 107.5 110.1 111.6 114.2 117.4 118.7 1224 Addendum: Final sales 785.7 857.4 922.9 507.0 666.8 792.2 805.9 832,3 847.8 867.6 882.1 900.2 915.9 931.2 944.5 957.9 968.1 981.2 Note. Detail will not necessarily add to totals because of rounding. 15.7 15:3 13.3 13.4 10.2 13.1 Source: Department of Commerce. Reproduced at the Richard Nixon Presidential Library Council of Economic Advisers 2 act. 1 3 Relation of Gross National Product to National Income, Selected Periods, 1961-70 August 12, 1970 (Billions of dollars; seasonally adjusted annual rates) 1961 1965 1967 1968 1969 1970 Item 1967 1968 1969 I II III IV I II III IV I II III IV I II III Gross national product 793.9 865.0 931.4 503.6 675.7 800.9 815.9 834.9 858.1 875.8 891.4 907.6 923.7 942.6 951.7 959.5 971.1 985.2 Less: Capital consumption allow- ances 68.9 74.0 78.9 44.1 59.2 69.5 71.0 72.3 73.7 74.6 75.5 77.0 78.2 79.4 80.7 82.1 83.6 85.0 Equals: Net national product 725.0 791.1 852.5 459.5 616.5 731.4 744.9 762.6 784.4 801.2 816.0 830.6 845.5 863.1 871.0 877.4 887.5 900.1 Less: Indirect business tax and nontax liability 70.4 78.1 85.2 46.1 62.1 71.3 72.9 75.5 77.4 79.2 80.4 82.1 84.3 86.6 87.7 89.3 91.1 930 Business transfer payments 3.1 3.3 3.5 2.0 2.7 3.1 3.2 3.2 3.3 3.4 3.5 3.5 3.5 3.5 3.5 3.6 3.6 3,6 Statistical discrepancy -.7 -2.4 -4.7 .3 -3.9 .0 -1.4 -2.5 -1.6 -2.9 -2.6 -3.6 -5.3 -5.5 -4.3 -5.4 -3.4 Plus: Subsidies less current surplus of government enterprises 1.4 .7 1.0 1.2 1.2 1.3 1.3 .8 .7 .7 .5 .8 1.1 1.0 1.2 1.6 1.5 1.9 Equals: National income 653.6 712.7 769.5 412.2 556.7 658.3 671.6 687.2 706.1 722.2 735.2 749.3 764.0 779.5 785.2 791.5 797.7 Note: Detail will not necessarily add to totals because of rounding. Source: Department of Commerce. Reproduced at the Richard Nixon Presidential Library Council of Economic Advisers 3 National Income by Type of Income, Selected Periods, 1961-70 Oct 13 August 12, 1970 (Billions of dollars; seasonally adjusted annual rates) 1961 1965 1967 1968 Item 1967 1969 1968 1969 1970 I II III IV I II III IV I II III IV I II III National income 653.6 712.7 769.5 412.2 556.7 658.3 671.6 687.2 706.1 722.2 735.2 749.3 764.0 779.5 785.2 791.5 797.7 Compensation of employees 467.2 514.1 564.2 294.8 388.6 470.9 481.8 495.3 507.6 520.9 532.5 544.9 557.5 572.2 582.1 592.2 596.4 6038 Wages and salaries 423.1 464.8 509.0 270.9 354.0 426.4 436.2 447.9 458.9 471.0 481.4 491.6 502.9 516.4 525.3 534.4 537.4 543.4 Private 337.3 369.1 404.9 220.1 286.1 340.1 346.5 356.0 364.7 373.4 382.5 391.5 401.2 409.9 417.2 422.6 424.0 428.9 Government 85.8 95.7 104.1 50.8 67.9 86.3 89.7 92.0 94.3 97.6 98.9 100.0 101.7 106.5 108.1 111.8 113.4 114,5 Military 16.2 17.9 19.0 10.0 11.7 16.1 17.0 17.3 17.6 18.6 18.2 18.1 18.4 19.9 19.6 20.1 19.5 Civilian 69.5 77.8 85.1 40.8 56.3 70.3 72.7 74.7 76.6 79.0 80.7 81.9 83.4 86.6 88.5 91.7 93.9 Supplements to wages and salaries 44.2 49.3 55.1 23.9 34.6 44.5 45.6 47.4 48.7 49.9 51.1 53.3 54.6 55.8 56.8 57.9 59.0 60.4 Proprietors' income 62.1 64.1 66.8 47.4 56.9 62.9 62.9 62.9 63.8 64.4 65.2 66.0 66.7 67.5 67.2 67.6 67.8 67.8 Business and professional 47.3 49.1 50.5 34.6 41.8 47.9 47.7 48.5 49.2 49.2 49.4 49.9 50.5 50.9 50.6 50.6 51.2 Farm 51.7 14.8 15.0 16.4 12.8 15.1 14.9 15.2 14.4 14.6 15.3 15.8 16.2 16.2 16.6 16.6 17.0 16.5 161 Rental income of persons 21.1 21.3 22.0 15.9 18.9 21.3 21.3 21.3 21.3 21.3 21.3 21.6 22.0 22.1 22.3 22.5 22.6 22.7 Corporate profits and inventory valuation adjustment 78.7 85.4 85.8 45.0 74.4 78.4 80.0 81.3 86.0 87.4 87.1 87.1 87.4 86.8 82.0 76.7 77.8 Corporate profits before taxes 79.8 88.7 91.2 45.0 76.5 78.8 83.3 86.7 88.6 88.4 91.3 93.0 93.4 89.9 88.5 82.6 82.3 Corporate profits tax lia- bility 33.2 40.6 42.7 20.7 30.8 32.6 34.5 39.8 40.4 40.4 41.7 43.5 43.8 42.1 41.4 38.0 38.0 Corporate profits after taxes 46.6 48.2 48.5 24.4 45.7 46.2 48.9 46.9 48.3 48.0 49.6 49.5 49.7 47.9 47.1 44.6 44.3 Dividends 21.4 23.3 24.7 13.5 19.4 21.9 21.0 22.3 23.1 23.8 24.1 24.1 24.4 25.0 25.2 25.2 25.1 Undistributed profits 25.3 24.9 23.9 10.9 26.3 24.3 27.8 24.7 25.2 24.2 25.5 25.5 25.2 22.9 21.9 19.4 19.2 Inventory valuation adjustment -1.1 -3.3 -5.4 -.1 -2.1 -.4 -3.3 -5.4 -2.6 -.9 -4.2 -5.9 -6.0 -3.2 -6.5 -5.8 -4.5 -5.8 Net interest 24.4 27.8 30.7 9.2 17.9 24.8 25.6 26.4 27.3 28.2 29.1 29.7 30.4 31.0 31.7 32.4 33.1 33.8 Addendum: Compensation of general govern- ment employees 85.1 94.9 103.6 49.5 66.5 85.8 88.9 91.1 93.7 96.9 98.0 99.4 101.4 106.0 107.7 111.0 112.8 113.9 Note Detail will not necessarily add to totals because of rounding. Source: Department of Commerce. Reproduced at the Richard Nixon Presidential Library Council of Economic Advisers Disposition of National Income, Selected Periods, 1961-70 Oct 13 August 12, 1970 (Billions of dollars; seasonally adjusted annual rates) 1961 1965 1967 1968 1969 1970 Item 1967 1968 1969 I II III IV I II III IV I II III IV I II III National income 653.6 712.7 769.5 412.2 556.7 658.3 671.6 687.2 706.1 722.2 735.2 749.3 764.0 779.5 785.2 791.5 797.7 Less: Corporate profits and inven- tory valuation adjustment 78.7 85.4 85.8 45.0 74.4 78.4 80.0 81.3 86.0 87.4 87.1 87.1 87.4 86.8 82.0 76.7 77.8 Contributions for social insurance 42.4 47.1 53.6 20.9 29.3 42.7 43.7 45.5 46.7 47.7 48.7 51.9 53.1 54.2 55.1 56.0 56.7 576 Wage accruals less dis- bursements .0 .0 .0 .0 .0 .0 .0 .0 .0 .0 .0 .0 .0 .0 .0 2.5 -2.1 -4 Plus: Government transfer pay- ments to persons 48.7 55.7 61.6 29.8 35.3 48.9 49.9 52.9 55.3 56.6 58.0 59.8 61.0 62.0 63.4 66.3 75.8 75.0 Interest paid by government 26.3 29.0 15.0 20.4 23.7 24.2 25.1 25.9 26.7 27.5 28.0 28.6 29.1 30.2 31.0 31.4 32.2 (net) and by consumers 23.6 Dividends 21.4 23.3 24.7 13.5 19.4 21.9 21.0 22.3 23.1 23.8 24.1 24.1 24.4 25.0 25.2 25.2 25.1 25.4 Business transfer payments 3.1 3.3 3.5 2.0 2.7 3.1 3.2 3.2 3.3 3.4 3.5 3.5 3.5 3.5 3.5 3.6 3.6 36 Equals: Personal income 629.3 688.7 748.9 406.6 530.8 634.7 646.3 664.0 680.9 697.6 712.5 725.8 741.1 758.1 770.5 782.3 801.3 807.1 Less: Personal tax and nontax payments 83.0 97.5 117.3 51.8 66.1 84.0 86.3 89.1 92.6 102.1 106.5 113.8 118.1 117.5 119.9 117.0 117.7 114.1 546.3 591.2 631.6 354.8 464.7 550.7 559.9 574.9 588.4 595.6 606.0 612.0 623.0 640.6 650.6 665.3 683.6 693.0 Equals: Disposable personal income Less: Personal outlays 506.0 550.8 593.9 336.4 439.7 509.4 516.6 534.1 543.8 559.1 566.4 577.7 589.7 598.7 609.6 620.5 632.1 640.5 Personal consumption expenditures 492.1 535.8 577.5 328.4 427.9 495.5 502.5 519.7 529.1 543.8 550.8 561.8 573.3 582.1 592.6 603.1 614.4 6224 Interest paid by consumers. 13.2 14.3 15.7 7.6 11.2 13.2 13.5 13.8 14.1 14.5 14.9 15.3 15.6 15.8 16.1 16.4 16.8 172 Personal transfer payments to foreigners .7 .7 .8 .5 .7 .7 .6 .7 .7 .8 .7 .7 .8 .9 .8 .9 1.0 1.0 Equals: Personal saving 40.4 40.4 37.6 18.4 24.9 41.3 43.3 40.8 44.6 36.5 39.6 34.3 33.3 42.0 41.1 44.8 51.5 52.5 Addendum: Personal saving as percent of disposable personal income 7.4 6.8 6.0 5.2 5.4 7.5 7.7 7.1 7.6 6.1 6.5 5.6 5.3 6.5 6.3 6.7 7.5 7.6 Disposable personal income in 1958 prices ($ billions) 477.5 499.0 511.5 341.8 427.1 479.7 483.9 492.3 498.6 501.2 504.0 504.7 507.5 515.9 517.8 522.9 532.0 534.7 Note. Detaill will not necessarily add to totals because of rounding. Source: Department of Commerce. Reproduced at the Richard Nixon Presidential Library Council of Economic Advisers 5 Federal Government Receipts and Expenditures in the National Income and Product Accounts, Selected Periods, 1961-70 Qt.13. August 12, 1970 (Billions of dollars; seasonally adjusted annual rates) 1961 1965 1967 1968 1969 1970 Item 1967 1968 1969 I II III IV I II III IV I II III IV I II III Federal Government receipts 151.2 175.4 200.6 94.4 124.8 151.9 156.5 165.3 170.0 180.1 186.2 197.2 202.5 200.8 202.0 195.9 196.6 Personal tax and nontax receipts 67.5 79.3 95.9 44.2 54.4 68.4 70.1 71.9 74.6 83.4 87.2 93.7 97.3 95.6 96.9 93.4 93.5 89.4 Corporate profits tax accruals 30.7 37.5 39.2 19.5 28.8 30.2 31.9 36.7 37.3 37.3 38.5 39.9 40.2 38.6 38.1 34.8 34.8 Indirect business tax and nontax accruals 16.3 18.0 19.1 12.9 16.8 16.4 16.8 17.4 17.8 18.2 18.4 18.5 19.0 19.5 19.3 19.3 19.4 20.0 Contributions for social insurance 36.7 40.7 46.5 17.8 24.9 36.9 37.7 39.3 40.3 41.2 42.0 45.1 46.0 47.0 47.7 48.4 48.9 49.7 Federal Government expenditures 163.6 181.6 191.3 99.3 120.2 165.0 168.8 174.5 180.5 184.2 187.2 187.7 189.1 192.5 195.9 197.7 210.9 207.7 Purchases of goods and services 90.7 99.5 101.3 55.4 65.5 91.4 93.6 96.4 98.9 100.7 101.9 100.9 99.8 102.5 102.1 102.3 99.7 99.0 Transfer payments 42.2 47.8 52.1 26.6 30.9 42.7 42.7 45.1 47.6 48.7 49.9 50.6 52.2 52.2 53.3 55.3 64.4 62.9 To persons 40.0 45.7 50.0 24.4 28.5 40.1 40.7 43.3 45.5 46.5 47.5 48.9 49.8 50.3 51.2 53.4 62.4 60.9 To foreigners (net) 2.2 2.1 2.1 2.1 2.4 2.6 2.0 1.8 2.0 2.2 2.4 1.8 2.5 1.9 2.1 1.9 2.0 1.9 Grants-in-aid to State and local governments 15.8 18.4 20.2 7.2 10.9 16.2 17.4 17.7 18.3 18.6 19.0 19.3 19.6 20.0 21.8 23.0 25.1 25.1 Net interest paid 10.2 11.8 13.1 6.7 8.7 10.2 10.5 11.2 11.7 12.1 12.5 12.6 12.9 13.2 13.9 14.3 14.3 14.8 Subsidies less current surplus of government enterprises 4.6 4.1 4.6 3.5 4.2 4.6 4.6 4.1 4.1 4.1 4.0 4.3 4.6 4.6 4.9 5.3 5.3 5.7 Less: Wage accruals less disbursements .0 .0 .0 .0 .0 .0 .0 .0 .0 .0 .0 .0 .0 .0 .0 2.5 -2.1 4 Surplus or deficit (-), national income and product accounts -12.4 -6.2 9.3 -4.9 4.7 -13.1 -12.3 -9.2 -10.5 -4.1 -1.1 9.5 13.4 8.3 6.1 -1.7 -14.3 Note. Detail will not necessarily add to totals because of rounding. Source: Department of Commerce. Reproduced at the Richard Nixon Presidential Library Council of Economic Advisers 6 State and Local Government Receipts and Expenditures in the National Income and Product Accounts, Selected Periods, 1961-70 Oct 13, August 12, 1970 (Billions of dollars; seasonally adjusted annual rates) 1961 1965 1967 1968 1969 1970 Item 1967 1968 1969 I II III IV I II III IV I II III IV I II III 127.3 State and local government receipts. 93.5 106.3 118.3 52.2 74.5 94.9 98.3 102.1 105.3 107.9 110.0 113.3 116.3 119.6 123.9 132.0 21.4 7.5 11.7 15.6 16.3 17.2 18.0 18.6 19.3 20.0 20.8 21.9 23.0 23.6 24.2 24.7 Personal tax and nontax receipts 15.5 18.3 Corporate profits tax accruals 2.4 3.1 3.5 1.2 2.0 2.4 2.5 3.1 3.1 3.1 3.2 3.6 3.6 3.4 3.3 3.2 3.2 Indirect business tax and nontax 58.0 59.5 61.0 61.9 63.6 65.3 67.1 68.4 70.0 71.7 73.0 accruals 54.1 60.1 66.1 33.1 45.4 54.9 56.1 Contributions for social insurance 5.7 6.4 7.1 3.1 4.4 5.8 6.0 6.2 6.3 6.5 6.7 6.8 7.0 7.2 7.4 7.5 7.7 7.9 19.6 20.0 21.8 23.0 25.1 25.1 Federal grants-in-aid 15.8 18.4 20.2 7.2 10.9 16.2 17.4 17.7 18.3 18.6 19.0 19.3 State and local government expend- itures 95.1 107.4 118.9 52.7 73.3 95.7 99.0 103.7 106.0 108.3 111.9 115.1 117.9 119.8 122.9 126.8 128.7 132.9 Purchases of goods and services 89.4 100.7 110.8 49.0 68.9 89.9 92.9 97.2 99.4 101.4 104.7 107.5 110.1 111.6 114.2 117.4 118.7 122.4 6.8 8.8 9.2 9.6 9.8 10.2 10.5 11.0 11.2 11.7 12.2 12.9 13.5 14.1 Transfer payments to persons 8.7 10.0 11.5 5.3 Net interest paid .2 .2 .1 .7 .5 .2 .2 .2 .2 .1 .1 .1 .1 .2 .2 .2 .3 .2 Less: Current surplus of govern- 3.5 3.5 3.6 3.6 3.7 3.7 3.8 3,8 ment enterprises 3.2 3.4 3.6 2.3 3.0 3.2 3.3 3.3 3.4 3.4 Surplus or deficit (-), national income and product accounts -1.6 -1.1 -.6 -.5 1.2 -.8 -.7 -1.6 -.7 -.4 -1.9 -1.8 -1.5 -.3 1.0 .5 3.3 Note. Detail will not necessarily add to totals because of rounding. Source: Department of Commerce. Reproduced at the Richard Nixon Presidential Library 7 Gross National Product or Expenditure in Constant Prices, Selected Periods, 1961-70 August 12, 1970 (Billions of dollars, 1958 prices, seasonally adjusted annual rates) 1961 1965 1967 Item 1968 1969 1967 1968 1969 1970 I II III IV I II III IV I II III IV I II III Gross national product or expenditure 675.2 707.2 727.1 482.6 610.4 678.9 683.6 693.5 705.4 712.6 717.5 722.1 726.1 730.9 729.2 723.8 724.9 727.5 Personal consumption expenditure 430.1 452.3 467.7 316.2 393.4 431.6 434.3 445.0 448.4 457.7 458.1 463.3 467.1 468.7 471.7 474.0 478.1 480.2 Durable goods 72.9 81.4 84.9 41.7 64.3 73.3 74.0 78.1 80.2 83.9 83.2 84.9 85.7 84.1 84.9 82.7 84.9 839 Nondurable goods 190.2 196.5 201.2 150.8 177.8 190.0 190.3 195.5 194.9 197.9 197.6 199.7 200.9 201.9 202.4 205.6 206.6 208.2 Services 167.0 174.4 181.6 123.7 151.3 168.3 169.9 171.3 173.2 175.9 177.4 178.7 180.5 182.7 184.4 185.8 186.6 1881 Gross private domestic investment 101.2 105.7 111.3 62.4 96.8 102.4 105.1 101.3 107.1 105.1 109.5 109.7 111.5 114.1 110.0 102.9 103.1 102.6 Fixed investment 93.5 98.8 104.1 65.8 88.5 94.2 95.9 98.9 97.6 97.7 101.0 103.6 104.8 104.2 103.9 101.5 100.1 99.5 Nonresidential 73.2 75.5 80.8 44.9 64.8 72.9 72.9 76.1 73.8 74.9 77.1 79.3 80.2 81.9 82.1 80.9 80.2 796 Structures 22.6 22.7 24.0 17.6 22.1 22.3 22.1 23.4 22.3 22.3 22.9 23.8 23.1 24.6 24.3 24.4 23.5 22.8 Producers' durable equipment. 50.6 52.7 56.9 27.3 42.7 50.6 50.8 52.7 51.5 52.6 54.3 55.4 57.0 57.3 57.8 56.5 56.7 56.8 Residential structures 20.4 23.3 23.3 20.9 23.7 21.3 23.0 22.9 23.8 22.8 23.9 24.3 24.7 22.3 21.8 20.7 20.0 19.9 Nonfarm 19.9 22.9 22.8 20.3 23.2 20.8 22.5 22.4 23.4 22.3 23.5 23.9 24.2 21.8 21.4 20.2 19.5 19.5 Farm .5 .4 .4 .6 .5 .5 .5 .5 .4 .4 .4 .4 .4 .4 .4 .4 .4 .4 Change in business inventories 7.7 6.9 7.2 -3.4 8.3 8.3 9.2 2.4 9.5 7.4 8.5 6.1 6.6 9.9 6.1 1.3 2.9 3.2 Nonfarm 7.0 6.8 6.8 -3.6 7.5 7.4 7.8 2.2 9.4 7.3 8.4 5.9 6.3 9.3 5.4 .8 2.5 2.7 Farm .7 .1 .4 .2 .8 .9 1.4 .2 .1 .1 .1 .1 .3 .6 .8 .6 .4 .4 Net exports of goods and services 3.6 .9 .2 6.4 7.0 4.2 2.1 .8 1.5 1.5 -.2 -.4 -.3 .8 .9 1.9 2.4 2.9 Exports 42.1 45.7 48.5 28.3 39.0 42.2 42.6 43.8 45.4 47.8 45.6 42.3 50.7 50.8 50.0 52.0 52.9 534 Imports 38.5 44.8 48.2 21.9 32.0 38.0 40.4 43.1 43.9 46.3 45.8 42.6 51.1 50.0 49.1 50.1 50.5 50.6 Government purchases of goods and services 140.2 148.3 147.8 97.6 113.1 140.7 142.2 146.4 148.5 148.3 150.0 149.5 147.9 147.3 146.6 145.0 141.3 141.7 Federal 74.7 78.7 75.7 52.2 57.2 75.4 75.5 77.5 79.1 78.9 79.4 78.0 75.8 75.2 73.8 71.1 67.8 67,2. State and local 65.5 69.6 72.1 45.4 56.0 65.3 66.7 68.9 69.4 69.4 70.6 71.5 72.1 72.1 72.9 73.8 73.5 74.5 Addendum: Final sales 667.5 700.3 719.9 486.0 602.1 670.6 674.4 691.1 695.9 705.2 709.0 716.1 719.4 720.9 723.0 722.4 721.9 7243 Per capita disposable personal income (dollars: Current prices 2,744 2,939 3,108 1,942 2,392 2,761 2,800 2,868 2,928 2,956 2,999 3,023 3,070 3,148 3,188 3,252 3,333 3,369 1958 prices 2,398 2,480 2,517 1,871 2,198 2,405 2,419 2,456 2,482 2,488 2,495 2,493 2,501 2,535 2,537 2,556 2,594 2,599 Note Detail will not necessarily add to totals because of rounding. Source: Department of Commerce. Reproduced at the Richard Nixon Presidential Library Council of Economic Advisers 8 Implicit Price Deflators for Gross National Product, Selected Periods, 1961-70 August 12, 1970 (Index numbers 1958=100; seasonally adjusted) 1961 1965 1967 1968 1969 1970 Item 1967 1968 1969 I II III IV I II III IV I II III IV I II III Gross national product 117.59 122.31 128.11 104.34 110.70 117.98 119.35 120.39 121.65 122.90 124.25 125.68 127.22 128.97 130.52 132.57 133.98 135.43 Personal consumption expenditures 114.4 118.5 123.5 103.8 108.8 114.8 115.7 116.8 118.0 118.8 120.2 121.3 122.8 124.2 125.6 127.2 128.5 129.7 Durable goods 100.3 103.3 106.0 100.4 100.1 100.6 101.7 102.3 102.9 103.4 104.6 105.0 105.7 106.4 107.0 107.8 108.2 109.0 Nondurable goods 113.0 117.1 122.2 102.2 106.6 113.4 114.1 115.4 116.8 117.5 118.8 119.8 121.5 122.9 124.5 125.9 127.1 127.5 Services 122.2 127.1 133.1 107.1 114.9 122.6 123.7 125.0 126.4 127.6 129.1 130.6 132.3 133.8 135.5 137.3 139.3 141.1 Gross private domes- tic investment -- -- -- -- -- -- -- -- -- -- -- Fixed investment 115.9 120:4 126.2 102.9 109.0 116.7 117.9 118.4 119.9 121.1 122.1 124.2 125.4 127.1 128.0 129.6 131.0 133.5 Nonresidential 113.8 117.5 122.8 102.4 107.3 114.3 115.4 116.1 117.0 117.9 118.8 120.7 121.6 123.9 125.1 126.8 128.2 130.3 Structures 124.0 130.3 141.1 104.8 113.8 125.1 126.4 127.5 129.6 131.7 132.6 136.8 139.5 143.3 144.7 146.4 150.0 155.1 Producers' durable equipment 109.3 111.9 115.1 100.9 103.9 109.6 110.6 111.1 111.6 112.1 113.0 113.7 114.4 115.6 116.8 118.4 119.2 120.4 Residential structures 123.1 129.7 137.7 104.1 113.7 124.8 125.6 126.0 128.6 131.5 132.5 135.5 137.4 138.9 139.3 140.6 142.4 146.1 Nonfarm 123.1 129.8 137.8 104.0 113.7 124.8 125.6 126.1 128.7 131.6 132.6 135.6 137.5 139.0 139.4 140.7 142.5 146.2 Farm 122.6 125.9 132.3 104.9 109.3 123.9 123.5 125.1 124.9 126.5 127.3 128.9 131.1 133.6 135.1 136.7 137.9 1418 Change in business inventories -- -- -- -- -- -- -- -- -- -- -- - -- Net exports of goods and services -- -- -- -- -- -- Exports 109.7 110.9 114.6 100.7 104.6 109.6 109.9 108.9 111.8 111.2 111.5 113.0 112.7 114.6 117.7 117.5 118.8 Imports 106.5 107.5 111.1 100.1 102.2 106.9 105.9 106.6 107.8 107.5 108.1 109.0 109.5 111.2 114.5 114.9 116.2 116.2 Government purchases of goods & services 128.5 135.0 143.5 106.9 118.9 128.9 131.2 132.2 133.5 136.3 137.8 139.5 141.9 145.4 147.5 151.5 154.6 156.20 Federal 121.5 126.4 133.9 106.2 114.5 121.2 123.9 124.4 125.0 127.6 128.4 129.5 131.7 136.3 138.4 143.8 147.0 147.3 State and local 136.4 144.7 153.7 107.8 123.1 137.7 139.3 141.1 143.3 146.1 148.3 150.4 152.6 154.9 156.7 158.9 161.5 1642 By major sector: Private 114.79 118.92 124.22 103.6 108.8 115.20 116.28 117.22 118.38 119.37 120.66 122.08 123.55 124.90 126.32 127.96 129.24 130.66 General government 147.7 159.1 170.8 112.1 132.3 147.7 152.3 154.5 157.1 161.1 163.6 165.4 167.6 173.6 176.5 182.9 185.9 187.8 Source: Department of Commerce. Reproduced at the Richard Nixon Presidential Library TABLE A. PROJECTED GROSS NATIONAL PRODUCT CONSISTENT WITH A 6% GROWTH IN THE MONEY SUPPLY (M1). DATE PROJGNPS# MONEY1# MONEYTOGNP# 68: 1 834.900 183.367 0.219627 68: 2 858.100 186.700 0.217574 68: 3 875.800 190.667 0.217706 68: 4 891.400 193.400 0.216962 69: 1 907.600 196.300 0.216285 69: 2 923.700 198.467 0.214861 69: 3 942.600 199.1.00 0.211224 69: 4 951.700 199.333 0.209450 70: 1 959.500 200.633 0.209102 70: 2 971.100 203.600 0.209659 70: 3 985.570 206.472 0.209495 70: 4 1003.46 209.429 0.208707 71: 1 1026.38 212.464 0.207004 71: 2 1050.16 215.572 0.205275 71: 3 1068.11 218.750 0.204800 71: 4 1083.97 221.994 0.204797 72: 1 1099.51 225.302 0.204912 72: 2 1111.98 228.672 0.205643 ? Reproduced at the Richard Nixon Presidential Library TABLE B. RATIO OF MONEY SUPPLY (M1) TO THE OPTIMAL FEASIBLE PATH FOR GNP. MONEY SUPPLY GROWS AT A 6% RATE PER ANNUM. DATE OFPGNP$# MONEY1# MONEYTOGNP# 68: 1 834.900 183.367 0.219627 68: 2 858.100 186.700 0.217574 68: 3 875.800 190.667 0.217706 68: 4 891.400 193.400 0.216962 69: 1 907.600 196.300 0.216285 69: 2 923.700 198.467 0.214861 69: 3 942.600 199.100 0.211224 69: 4 951.700 199.333 0.209450 70: 1 959.500 200.633 0.209102 70: 2 971.100 203.600 0.209659 70: 3 989.000 206.472 0.208769 70: 4 1007.00 209.429 0.207973 71: 1 1035.00 212.464 0.205279 71: 2 1063.00 215.572 0.202796 71: 3 1089.00 218.750 0.200872 71:4 1115.00 221.994 0.199098 72:1 1141.00 225.302 0.197460 72: 2 1167.00 228.672 0.195949 Ros ? Reproduced at the Richard Nixon Presidential Library TABLE C. REQIRED MONEY SUPPLY (M1) TO ACHIEVE OPTIMAL FEASIBLE PATH BY 1972-2. DATE PROJGNP$# MONEY1# MONEY1TOGNP# 68: 1 834.900 183.367 0.219627 68: 2 858.100 186.700 0.217574 68: 3 875.800 190.667 0.217706 68: 4 891.400 193.400 0.216962 69: 1 907.600 196.300 0.216285 69: 2 923.700 198.467 0.214861 69: 3 942.600 199.100 0.211224 69: 4 951.700 199.333 0.209450 70: 1 959.500 200.633 0.209102 70: 2 971.100 203.600 0.209659 70: 3 987.134 206.579 0.209271 70: 4 1008.08 209.732 0.208051 71: 1 1035.24 213.038 0.205786 71: 2 1063.88 216.483 0.203484 71:3 1089.58 220.259 0.202151 71: 4 1115.33 224.324 0.201128 72: 1 1142.28 228.646 0.200167 72: 2 1167.51 233.198 0.199740 ? Reproduced at the Richard Nixon Presidential Library TABLE C ( CON'T ). REQUIRED MONEY SUPPLY (M2) TO ACHIEVE OPTIMAL FEASIBLE PATH BY 1972-2 DATE PROJGNP$# MONEY2# MONEY2TOGNP# 68: 1 834.900 369.067 0.442049 68: 2 858.100 374.867 0.436857 68: 3 875.800 384.433 0.438951 68: 4 891.400 395.533 0.443721 69: 1 907.600 398.933 0.439548 69: 2 923.700 400.067 0.433113 69: 3 942.600 394.533 0.418559 69: : 4 951.700 393.000 0.412945 70: 1 959.500 393.433 0.410040 70: 2 971.100 403.100 0.415096 70: 3 987.134 424.238 0.429767 70: 4 1008.08 442.391 0.438846 71: 1 1035.24 458.678 0.443064 71: 2 1063.88 473.830 0.445380 71:3 1089.58 489.515 0.449871 71: 4 1115.33 505.679 0.453390 72: 1 1142.28 522.293 0.457238 72: 2 1167.51 539.340 0.461959 ? Reproduced at the Richard Nixon Presidential Library TABLE D. MONEY SUPPLY (M1) CONSISTENT WITH OPTIMAL FEASIBLE PATH GNP ASSUMING A CONSTANT M1/GNP RATIO = .210 DATE OFPGNPS# M1# MONEY1TOGNP# 68: 1 834.900 183.367 0.219627 68: 2 858.100 186.700 0.217574 68: 3 875.800 190.667 0.217706 68: 4 891.400 193.400 0.216962 69: 1 907.600 196.300 0.216285 69: 2 923.700 198.467 0.214861 69: 3 942.600 199.100 0.211224 69: 4 951.700 199.333 0.209450 70: 1 959.500 200.633 0.209102 70: 2 971.100 203.600 0.209659 70: 3 989.000 207.690 0.210000 70: 4 1007.00 211.470 0.210000 71: 1 1035.00 217.350 0.210000 71: 2 1063.00 223.230 0.210000 71: 3 1089.00 228.690 0.210000 71: 4 1115.00 234.150 0.210000 72: 1 1141.00 239.610 0.210000 72: 2 1167.00 245.070 0.210000 ? Reproduced at the Richard Nixon Presidential Library TABLE E. MONEY SUPPLY (M2) CONSISTENT WITH OPTIMAL FEASIBLE PATH GNP ASSUMING A CONSTANT M2/GNP RATIO = .415 DATE OFPGNP$# M2# MONEY2TOGNP# 68: 1 834.900 369.067 0.442049 68: 2 858.100 374.867 0.436857 68: 3 875.800 384.433 0.438951 68: 4 891.400 395.533 0.443721 69: 1 907.600 398.933 0.439548 69: 2 923.700 400.067 0.433113 69: 3 942.600 394.533 0.418559 69: 4 951.700 393.000 0.412945 70: 1 959.500 393.433 0.410040 70: 2 971.100 403.100 0.415096 70: 3 989.000 410.435 0.415000 70: 4 1007.00 417.905 0.415000 71: 1 1035.00 429.525 0.415000 71: 2 1063.00 441.145 0.415000 71: 3 1089.00 451.935 0.415000 71: 4 1115.00 462.725 0.415000 72: 1 1141.00 473.515 0.415000 72: 2 1167.00 484.305 0.415000 . ? Reproduced at the Richard Nixon Presidential Library TABLE F. MONEY SUPPLY (M1) CONSISTENT WITH OPTIMAL FEASIBLE PATH GNP ASSUMOING A DOWNWARD TREND IN THE M1/GNP RATIO. (TREND IS A PROJECTION OF THE TREND OF THE LAST 10 QUARTERS.) DATE OFPGNP$# M1# MONEY1TOGNP# 68: 1 834.900 183.367 0.219627 68: 2 858.100 186.700 0.217574 68: 3 875.800 190.667 0.217706 68: 4 891.400 193.400 0.216962 69: 1 907.600 196.300 0.216285 69: 2 923.700 198.467 0.214861 69: 3 942.600 199.100 0.211224 69: 4 951.700 199.333 0.209450 70: 1 959.500 200.633 0.209102 70: 2 971.100 203.600 0.209659 70: 3 989.000 206.701 0.209000 70: 4 1007.00 209.456 0.208000 71: 1 1035.00 214.245 0.207000 71: 2 1063.00 218.978 0.206000 71: 3 1089.00 223.245 0.205000 71: 4 1115.00 227.460 0.204000 72: 1 1141.00 231.623 0.203000 72: 2 1167.00 235.734 0.202000 ? Reproduced at the Richard Nixon Presidential Library TABLE G. MONEY SUPPLY (M2) CONSISTENT WITH OPTIMAL FEASIBLE PATH GNP ASSUMING A DOWNWARD THEND IN THE M2/GNP RATIO. (TREND IS A PROJECTION OF THE TREND OF THE LAST 10 QUARTERS.) DATE OFPGNPS# M2# MONEY2TOGNP# 68: 1 834.900 369.067 0.442049 68: 2 858.100 374.867 0.436857 68: 3 875.800 384.433 0.438951 68: 4 891.400 395.533 0.443721 69: 1 907.600 398.933 0.439548 69: 2 923.700 400.067 0.433113 69: 3 942.600 394.533 0.418559 69: 4 951.700 393.000 0.412945 70: 1 959.500 393.433 0.410040 70: 2 971.100 403.100 0.415096 70: 3 989.000 407.468 0.412000 70: 4 1007.00 411.863 0.409000 71: 1 1035.00 420.210 0.406000 71: 2 1063.00 428.389 0.403000 71: 3 1089.00 435.600 0.400000 71: 4 1115.00 442.655 0.397000 72: 1 1141.00 449.554 0.394000 72: 2 1167.00 456.297 0.391000 ? Reproduced at the Richard Nixon Presidential Library UNITED STATES DEPARTMENT OF COMMERCE OFFICE OF BUSINESS NEWS ECONOMICS WASHINGTON, D.C. 20230 FOR IMMEDIATE RELEASE THURSDAY, OCTOBER 15, 1970 Leo Bernstein: 967-3040 OBE 70-57 GROSS NATIONAL PRODUCT PRELIMINARY REPORT FOR THE THIRD QUARTER 1970 Gross national product -- the market value of the Nation's output of goods and services -- rose to a seasonally adjusted annual rate of $985-1/4 billion in the third quarter, an increase of $14 billion from the second quarter, according to preliminary figures released today by the Commerce Department's Office of Business Economics. The advance amounted to 6 percent at an annual rate, and reflected increases of about 1-1/2 percent in the physical volume of production and almost 4-1/2 percent in prices. The GNP gain in the third quarter was curtailed by the auto production loss resulting from the strike that began in mid-September. The Office of Business Economics emphasized that the July-September quarter figures are based on preliminary and incomplete source data. The estimate of inventory investment -- a volatile element of GNP -- is derived from information for only the first 2 months of the quarter, and the data on domestic and foreign trade and consumer prices are also incomplete at this time. Revised estimates of GNP and its components based on more comprehensive data are scheduled for release in mid-November. /More/ Reproduced at the Richard Nixon Presidential Library - 2 - The average rise in prices of all goods and services -- as measured by the GNP implicit price deflator -- was about the same as in the prior quarter. Final sales higher across the board Final sales increased by $13 billion to account for virtually all the third quarter GNP gain. This was an acceleration from the second quarter, when final sales increased by $10-1/4 billion. Inventory investment increased moderately for the second quarter in a row, rising by $1 billion compared with $1-1/2 billion in the second quarter. Stock accumulation had declined substantially in the two earlier quarters. The advance in final sales was broadly based. Increases were registered in consumer spending on nondurable goods and services, business fixed invest- ment, residential construction, net exports, and State and local government purchases. Small reductions occurred in consumer purchases of durable goods and Federal Government spending. Consumer spending and income up moderately Personal consumption expenditures rose by $8 billion in the third quarter, considerably less than the $11-1/4 billion increase recorded in the second quarter. It was the smallest increase since the fourth quarter of 1968. Contributing to slower growth were a reduction of $1/2 billion in outlays for durable goods and a deceleration in the growth of nondurables spending, which rose $3 billion in contrast to $4 billion in the spring. The smaller increase in consumer nondurable outlays occurred in food, which increased by only about $1 billion, compared with an average increase of $2-1/2 billion in recent quarters. Consumer spending on services rose $5-1/2 billion, somewhat more than the rise in the second quarter. The fractional dip in consumer spending on durable goods contrasted with a $3 billion rise in the second quarter. Since the second quarter of 1969, there has been an alternating pattern of increases and decreases in consumer durable goods purchases. The dip in the third quarter centered in purchases of furniture and household equipment, with auto buying about unchanged. Disposable personal income rose by $9-1/2 billion, the smallest gain since the first quarter of 1969. With incomes rising a little more than consumer spending, the personal saving rate edged to 7.6 percent from 7.5 percent in the second quarter. /More/ Reproduced at the Richard Nixon Presidential Library - 3 - Investment up Fixed investment rose by $1-1/2 billion in the third quarter following two quarters of decline. Business fixed investment, which showed little change in the two preceding quarters, moved up $1 billion. The increase occurred mainly in machinery and equipment. Residential construction outl turned around with an increase of $3/4 billion after falling four consecut quarters. Business firms added inventories at an annual rate of $4 billion, compared with $3 billion in the second quarter. The increase in accumulat occurred chiefly in retail trade. The rate of accumulation in wholesale trade and manufacturing appeared little changed. Net exports rose by $1/2 billion, the same as in the second quarter, a exports gained while imports showed little change. This marked tne third consecutive quarter that net exports have gained. Government purchases: Federal lower, State and local higher Federal Government purchases of goods and services continued to trend downward with a $3/4 billion reduction in the third quarter. Military sp fell by almost $1-1/2 billion, but this was partly offset by a $1 billion increase in nondefense spending, chiefly agricultural outlays. State and local government purchases advanced by $3-3/4 billion after relatively small $1-1/4 billion rise in the second quarter. A sharp pick in State and local government construction activity accounted for the acceleration. GNP and personal income statistics for the third quarter are shown in the accompanying table, together with comparative data for recent periods Additional national income and product statistics will appear in the Octo issue of the Survey of Current Business, monthly magazine of the Office o Business Economics. The Survey is available from Field Offices of the Department of Comme or from the Superintendent of Documents, U.S. Government Printing Office, Washington, D.C. 20402, at an annual subscription price of $9, including weekly supplements; single copy, $1. /More/ Reproduced at the Richard Nixon Presidential Library FORM BE-679 U.S. DEPARTMENT OF COMMERCE (8-10-70) GROSS NATIONAL PRODUCT AND DISPOSITION OF PERSONAL INCOME OFFICE OF BUSINESS ECONOMICS 1969 1970 1969 1970 p 1967 1968 1969 p GROSS NATIONAL PRODUCT III IV I II III 1967 1968 1969 III IV I II III Seasonally adjusted at annual rates Seasonally adjusted at annual rates Billions of current dollars Billions of 1958 dollars Gross national product (GNP) 793.9 865.0 931.4 942.6 951.7 959.5 971.1 985.2 675.2 707.2 727.1 730.9 729.2 723.8 724.9 727.5 Personal consumption expenditures 492.1 535.8 577.5 582.1 592.6 603.1 614.4 622.4 430.1 452.3 467.7 468.7 471.7 474.0 478.1 480.2 Durable goods. 73.1 84.0 90.0 89.5 90.8 89.1 91.9 91.4 72.9 81.4 84.9 84.1 84.9 82.7 84.9 83.9 Nondurable goods 215.0 230.2 245.8 248.1 252.0 258.8 262.6 265.5 109.2 196.5 201.2 201.9 202.4 205.6 206.6 208.2 Services. 204.0 221.6 241.6 244.5 249.8 255.2 259.9 265.4 167.0 174.4 181.6 182.7 184.4 185.8 186.6 188.1 Gross private domestic investment 116.6 126.5 139.8 143.8 140.2 133.2 134.3 136.8 101.2 105.7 111.3 114.1 110.0 102.9 103.1 102.6 Fixed investment. 108.4 118.9 131.4 132.4 133.0 131.6 131.2 132.8 93.5 98.8 104.1 104.2 103.9 101.5 100.1 99.5 Nonresidential 83.3 88.7 99.3 101.5 102.6 102.6 102.8 103.7 73.2 75.5 80.8 81.9 82.1 80.9 80.2 79.6 Structures 28.0 29.6 33.8 35.2 35.1 35.7 35.3 35.4 22.6 22.7 24.0 24.6 24.3 24.4 23.5 22.8 Producers' durable equipment. 55.3 59.1 65.5 66.3 67.5 66.9 67.5 68.4 50.6 52.7 56.9 57.3 57.8 56.5 56.7 56.8 Residential structures 25.1 30.3 32.0 31.0 30.4 29.1 28.4 29.1 20.4 23.3 23.3 22.3 21.8 20.7 20.0 19.9 Nonfarm. 24.5 29.7 31.5 30.4 29.8 28.4 27.8 28.5 19.9 22.9 22.8 21.8 21.4 20.2 19.5 19.5 Farm. .6 .5 .6 .6 .6 .6 .6 .6 .5 .4 .4 .4 .4 .4 .4 .4 Change in business inventories 8.2 7.6 8.5 11.3 7.2 1.6 3.1 4.0 7.7 6.9 7.2 9.9 6.1 1.3 Nonfarm 7.5 10.8 .9 2.6 3.5 2.9 3.2 7.5 8.0 6.5 7.0 6.8 6.8 9.3 5.4 .8 2.5 Farm. .7 .1 .4 .5 2.7 .7 .7 .5 .5 .7 .1 .4 .6 .8 .6 .4 4 Net exports of goods and services 5.2 2.5 1.9 2.6 2.6 3.5 4.1 4.7 3.6 .9 .2 .8 .9 Exports. 46.2 1.9 2.4 50.6 58.3 2.9 55.5 58.8 61.1 62.8 63.5 42.1 45.7 48.5 50.8 50.0 52.0 52.9 Imports 41.0 48.1 53.6 53.4 55.6 56.2 57.6 58.7 58.8 38.5 44.8 48.2 50.0 49.1 50.1 50.5 50.6 Government purchases of goods and services 180.1 200.2 212.2 214.1 216.3 219.6 218.4 221.3 140.2 148.3 147.8 147.3 146.6 Federal. 145.0 141.3 141.7 90.7 99.5 101.3 102.5 102.1 102.3 99.7 99.0 74.7 78.7 75.7 75.2 73.8 National defense 71.1 67.8 67.2 72.4 78.0 78.8 79.8 78.8 79.3 76.8 XXXXXX XXXXXX 75.2 XXXXXX XXXXXX XXXXXX XXXXXX XXXXXX XXXXXX Other. 18.4 21.5 22.6 22.7 23.3 23.0 22.9 23.8 XXXXXX XXXXXX XXXXXX XXXXXX XXXXXX XXXXXX XXXXXX XXXXXX State and local. 89.4 100.7 110.8 111.6 114.2 117.4 118.7 122.4 65.5 69.6 72.1 72.1 72.9 73.8 73.5 74.5 Addenda: Final sales (GNP less change in business inventories) 785.7 857.4 922.9 931.2 944.5 957.9 968.1 981.2 667.5 700.3 719.9 720.9 723.0 722.4 721.9 724.3 Implicit price deflator, index numbers, 1958 = 100: GNP. 117.59 122.31 128.11 128.97 130.52 132.57 133.98 135.43 XXXXXX XXXXXX XXXXXX XXXXXX XXXXXX XXXXXX XXXXXX XXXXXX Private GNP (GNP less general government employee comp.) 114.79 118.92 124.22 124.90 126.32 127.96 129.24 130.66 XXXXXX XXXXXX XXXXXX XXXXXX XXXXXX XXXXXX XXXXXX XXXXXX Change from preceding period, percent at annual rate: GNP. 5.9 9.0 7.7 8.4 3.9 3.3 4.9 6.0 2.6 4.8 2.8 2.7 -.9 -2.9 .6 1.4 GNP implicit price deflator 3.2 4.0 4.7 5.6 4.9 6.4 4.3 4.4 XXXXXX XXXXXX XXXXXX XXXXXX XXXXXX XXXXXX XXXXXX XXXXXX Private GNP implicit price deflator. 2.9 3.6 4.5 4.4 4.6 5.3 4.1 4.5 XXXXXX XXXXXX XXXXXX XXXXXX XXXXXX XXXXXX XXXXXX XXXXXX DISPOSITION OF PERSONAL INCOME Personal income. 629.3 688.7 748.9 758.1 770.5 782.3 801.3 807.1 XXXXXX XXXXXX XXXXXX XXXXXX XXXXXX XXXXXX XXXXXX XXXXXX Less: Personal tax and nontax payments 83.0 97.5 117.3 117.5 119.9 117.0 117.7 114.1 XXXXXX XXXXXX XXXXXX XXXXXX XXXXXX XXXXXX XXXXXX XXXXXX Equals: Disposable personal income 546.3 591.2 631.6 640.6 650.6 665.3 683.6 693.0 477.5 499.0 511.5 515.9 517.8 522.9 532.0 Less: Personal outlays. 534.7 506.0 550.8 593.9 598.7 609.6 620.5 632.1 XXXXXX XXXXXX XXXXXX XXXXXX XXXXXX XXXXXX 640.5 XXXXXX XXXXXX Equals: Personal saving 40.4 40.4 37.6 42.0 41.1 44.8 51.5 XXXXXX 52.5 XXXXXX XXXXXX XXXXXX XXXXXX XXXXXX XXXXXX XXXXXX Personal saving as a percentage of disposable personal income. 7.4 6.8 6.0 6.5 6.3 6.7 7.5 7.6 XXXXXX XXXXXX XXXXXX XXXXXX XXXXXX XXXXXX XXXXXX XXXXXX Per capita disposable personal income, dollars 2,744 2,939 3,108 3,148 3,188 3,252 3,333 3,369 2,398 2,480 2,517 2,535 2,537 2,556 2,594 2,599 Source: U.S. Department of Commerce, Office of Business Economics. Preliminary. USCOMM-DC 2230-P71 Reproduced at the Richard Nixon Presidential Library THE WHITE HOUSE WASHINGTON October 15, 1970 MEMORANDUM FOR SECRETARY SHULTZ SECRETARY KENNEDY CHAIRMAN MC CRACKEN SECRETARY STANS In light of the subject that will be most on the minds of the Business Council on Saturday, the attached from Wednesday's "Wall Street Journal" may be of interest to you. Peter M. Flanigan Assistant to the President Dr. McCracken: Would it be too high a degree of propagandizing to pass out a copy of this along with your most scholarly packet? Reproduced at the Richard Nixon Presidential Library The index does not cover labor costs in ser- Pay in Perspective vice industries, where such measurements are difficult to make. Other Government statistics, however, suggest that service labor costs are Labor Costs Increase also rising more slowly. One index measures overall labor costs per unit of gross national More Slowly Despite product, adjusted for price changes. This index, which encompasses all segments of the economy, rose only three-tenths of one percent Fatter Union Pacts in the second quarter, the latest period avail- able. This was by far the smallest quarterly in- crease in two years. In the second quarter of Overtime Cutback, Hold-down 1969, the rise was four times as rapid. Some economists forecast that these indexes Of Nonumion Wages, Gain may soon begin to drop. "I think we could very well see a decline in unit labor costs" in com- In Productivity Stem Rise ing months, declares Nat Goldfinger, director of economic research for the AFL-CIO. Mr. Goldfinger's view is shared by John Myers, director of economic research for the Confer- Interpublic Slashes Salaries ence Board, a management-oriented group whose members include most big U.S. corpora- tions. "Unit labor costs are not actually drop- By ALFRED L. MALABRE JR. Staff Reporter of THE WALL STREET JOURNAL ping yet," says Mr. Myers, "but it could hap- Labor costs aren't the Frankenstein mon- pen." ster they're often cracked up to be. Pickup in Productivity The recent slowing in the rise of labor costs, Speechmakers from the executive suite fre- quently portray the cost of labor as climbing despite ever larger wage-rate increases, re- flects a variety of factors. For one thing, the utterly out of control, with ever-larger wage settlements dooming the economy to ever- productivity of most workers has recently worse inflation. Typically, R. Heath Larry, begun to rise, after a long period of no gain. In the second quarter, the latest period available, board vice president of U.S. Steel Corp., re- cently complained to a group of Bridgeport, output per man-hour of persons in private, non- Conn., businessmen about the "fantastic rise" farm jobs rose at an annual rate of 3.2%, and in U.S. labor costs and worried gloomily many economists estimate that a further in- crease occurred in the third quarter. This rep- whether this inflation-breeding "habit" could ever be kicked. resents a marked change. The productivity level actually declined between the first quar- Not mentioned in the speech: Labor costs, ters of 1969 and 1970. far from soaring, are only inching upward now- adays. Some analysts, in fact, predict labor Productivity gains, of course, tend to offset costs may soon begin to decline. pay increases. If a worker doubles his hourly pay but also doubles his hourly production of Admittedly, well-publicized developments in washing machines, the cost of his labor per collective bargaining suggest a very different washing machine does not increase. situation. In the first nine months of 1970, the median first-year increase in hourly wage The hourly pay of most workers has contin- rates amounted to a record 27.9 cents, accord- ued to increase faster than their productivity, ing to preliminary results of a survey by the so that unit labor costs have kept rising. But Bureau of National Affairs, a Washington- the disparity is much smaller than a glance at based research organization. The survey cov- wage rates might suggest. While increases in ered more than 1,700 bargaining agreements, hourly wage rates negotiated in collective bar- each involving at least 50 workers. The com- gaining have become larger, increases in ac- parable wage increase in 1960 was 22.2 cents tual hourly pay of workers generally have be- and the rise in the 1968 period was 18.2 cents. come smaller. Average hourly earnings of non- farm workers rose at an annual rate of 5% in Wage Rates Aren't Pay the first half of this year, Government figures Such figures, however, do not give a true show, down from an increase of 7.2% in the picture of the trend of labor costs. They show comparable 1969 period. only what has been happening to wage rates- and then only to wage rates of unionized em- ployes. While wage-rate increases have been get. ting bigger, labor-cost increases have been get. ting smaller. The Government's index of manu- facturing labor costs per unit of output has risen only 1% since the start of this year. In the first nine months of 1009, the index climbed 2.3%, and in the comparable 1908 period the in- crease amounted to 4.1% In the last three months, the index has barely budged, rising a minuscule one-fifth of one percent. THE WALL STREET JOURNAL, Wednesday, October 14, 1970 Reproduced at the Richard Nixon Presidential Library Decline in Overtime Work This decline in hourly pay gains partly re- flects reduced premium-pay overtime work in many industries, many analysts say. Another factor in the pay slowdown, some economists claim, is the disappearance of many high-skill jobs in defense industries. "The jobs drying up in defense tend to be better paying than new ones that may open up in consumer indus- tries," says a senior Labor Department econo- mist. Ever larger wage-rate increases in collec- tive bargaining agreements have also obscured the fact that wage increases of nonunion em- ployes-more than three-quarters of the job force-have been getting smaller. In the first quarter, according to a recent Government survey, wage rates in nonunion businesses rose at an annual rate of 5.2%, down from 7.2% in the previous quarter. The same survey shows that wage rates in unionized businesses rose at 7.6% annually during the period, up from 7.5% in the prior quarter. The Wall Street area provides an extreme example of what's been happening to the pay of many nonunion personnel in recent months. "There have been plenty of pay cuts on Wall Street," declares John Kret, an employe of the Please Turn to Page so, Column 1 Continued From Page One dustries are beginning to settle for smaller pay New York Stock Exchange who has been trying boosts. An official of the Staff Officers Associa- to organize employes in Wall Street-area se- tion of America, which represents pursers and curities firms. Mr. Kret notes, for instance, pharmacist mates on U.S. steamships, reports that Weis, Voisin, Cannon Inc., a sizable Big his union settled for a pay increase of only 3% Board firm slashed salaries 10% in July. Weis- this year, half as much as in the union's pre- Voisin's action is by no means unique. Many vious contract. "We felt the U.S. steamship in- Wall Street firms-none of them yet union- dustry couldn't afford to go overboard," the of- ized-have either reduced pay levels or ruled ficial explains. "It was a case of hanging onto out pay increases this year. our jobs." At least twice in recent months, union work- "While union workers are winning big pay hikes this year," says Sam Nakagama, chief ers have actually passed up negotiated pay in- economist of Argus Research Corp., an invest- creases in order to keep their jobs. ment advisory firm in the Wall Street area, About 450 production workers at the Chilli- cothe, Ohio, factory of Wear-Ever Aluminum "the rest of the workers are generally getting much smaller boosts or no increases at all." Inc., a subsidiary of Aluminum Co. of America, voted to forgo a third-year wage-and-benefit in- The securities business isn't the only non- crease due them. By SO doing, they headed off union field where pay is being cut. Interpublic, a move by Alcoa to close down the facility. a New York-based advertising concern, this About the same time, some 4,000 employes at a month slashed salaries of all personnel earning Naugatuck, Conn., plant of Uniroyal Inc. more than $20,000 yearly. Those making from agreed to forgo wage increases for three years. $20,000 to $25,000 got 10% cuts, those from In return, Uniroyal promised to keep the fac- $25,000 to $40,000 got 15% reductions, and tory running for at least four years. Wage everyone above $40,000 had pay reduced 20%. boosts were granted under a master labor con- There are scattered signs that some mem- tract between the company and some 18,000 bers of relatively small unions in troubled in- Uniroyal workers in 19 other plants. Reproduced at the Richard Nixon Presidential Library For typing help contact: Jean Clancy or Carol Segal Reproduced at the Richard Nixon Presidential Library The following is the schedule for Sunday, October 18: 11:15 Worship services in East Room of White House Mr. and Mrs. McCracken Immediately after services the ladies will go to the reception; the men will go to the conference dining room. 12 noon lunch in Conference Dining Room -- for men only (the wives will be on their own after the reception) 1:15 pm Meeting with the President and the Business Council people Reproduced at the Richard Nixon Presidential Library THE WHITE HOUSE WASHINGTON October 12, 1970 MEMORANDUM FOR SECRETARY KENNEDY SECRETARY STANS DR. BURNS GEORGE SHULTZ PAUL McCRACKEN Herewith a letter from Jack Burke giving the Business Council's conclusions of last Thursday's meeting regarding the Business Council meeting on October 17. It has been agreed that the Administration's half-hour introduction will be allocated to Paul McCracken who will set forth the Administration's view on the economy. The last third of the Administration's time, however, will be given over to an independent exposition of the Fed's view by Dr. Burns. It is expected that the two hours of discussion, the first hour solely among the panelists and the second hour thrown open to the floor, will be distributed evenly among all the panelists. I presume all of you have made the necessary arrangements for transportation to and from Hot Springs. If not, and if I can be of help, I would be happy to do so. Peter JOND Flanigan Assistant to the President Reproduced at the Richard Nixon Presidential Library FRED J. BORCH RUSSELL DeYOUNG Chairman Vice Chairman JOHN W. BURKE, JR. THE BUSINESS COUNCIL PATRICK E. HAGGERTY Executive Secretary Vice Chairman 888 SEVENTEENTH STREET, N.W. JOHN D. HARPER Telephone WASHINGTON, D.C. 20006 Vice Chairman Area Code 202 BIRNY MASON, JR. 298-7650 Vice Chairman ACTIVE MEMBERS J. PAUL AUSTIN FREDERICK B. DENT J. K. JAMIESON OTTO N. MILLER WILLIAM M. BATTEN RUSSELL DeYOUNG EDGAR F. KAISER HOWARD MORGENS S. D. BECHTEL, JR. C. DOUGLAS DILLON GEORGE E. KECK ROGER MILLIKEN EUGENE N. BEESLEY HENRY FORD " J. WARD KEENER W. B. MURPHY BENJAMIN F. BIAGGINI HENRY W. GADSDEN DONALD M. KENDALL T. F. PATTON JAMES H. BINGER A. H. GALLOWAY JOHN R. KIMBERLY JAMES M. ROCHE FRED J. BORCH EDWIN H. GOTT JOSEPH L. LANIER DAVID ROCKEFELLER HARLLEE BRANCH, JR. ELISHA GRAY II RALPH LAZARUS H. I. ROMNES WILLIAM S. BREWSTER R. V. HANSBERGER BARRY T. LEITHEAD STUART T. SAUNDERS DONALD C. BURNHAM JOHN D. HARPER L. B. SMITH EDMUND W. LITTLEFIELD HOWARD L. CLARK ELLISON L. HAZARD CHARLES H. SOMMER, JR. GEORGE H. LOVE JOHN T. CONNOR FRANK STANTON WILLIAM A. HEWITT MALCOLM MacNAUGHTON CHARLES B. THORNTON C. W. COOK MILTON P. HIGGINS S. M. McASHAN, JR. LYNN A. TOWNSEND JOHN E. CORETTE JACK K. HORTON CHARLES B. McCOY THOMAS J. WATSON, JR. BERT S. CROSS AMORY HOUGHTON, JR. GORDON M. METCALF GEORGE H. WEYERHAEUSER JOHN H. DANIELS GILBERT W. HUMPHREY IRWIN MILLER HENRY S. WINGATE October 9, 1970 The Honorable Peter M. Flanigan Assistant to The President The White House Washington, D.C. 20500 Dear Peter: After the meeting yesterday, The Business Council group met for dinner and, for your planning purposes, here is the way we believe Saturday morning should run. We will convene at 8:30 and presently are scheduled to have as our first speaker Mr. Birny Mason, Jr., who normally makes a very short report based on the opinion of The Business Council's economists as to the overall condition of the economy. This is a ten-minute item, or less, and we are trying to change this to the Friday program, if possible. Following this, the Government speaker, or speakers, would take half-an-hour for their own presentation and at the conclusion the six Business Council members will speak for approximately ten minutes each in the following order and on the following subjects: 1. Roger Milliken will discuss the necessity for realistic government data on trade balances and he will also comment on the Mills Bill. 2. Ralph Lazarus will discuss productivity and prices in the service industry and the necessity for the continuation of current fiscal and monetary policies. PRESERVATION COPY Reproduced at the Richard Nixon Presidential Library THE BUSINESS COUNCIL The Honorable Peter M. Flanigan - 2 October 9th, 1970 3. Ellison L. Hazard will discuss the spillover effect on other industries of high construction wages and also the inflationary labor costs causing United States management. to produce overseas in order to compete. 4. Donald C. Burnham will discuss the effect of inflation on the balance of trade and the need for a massive approach to productivity improvement in the service industries. 5. S. D. Bechtel, Jr. will discuss the construction industry's inflationary labor cost crisis. 6. James M. Roche will discuss the necessity for the Administration to take a public position in controlling inflation and achieving a better balance between wages and productivity. While these subjects do seem somewhat overlapping, it is felt that this will be no prob- lem as it will be minor. At the conclusion of their remarks, there will be a mid-morning coffee break and upon reconvening the panel members will discuss the earlier remarks among themselves for approximately an hour. As this portion is concluded, the entire sub- ject will be open to questions and answers from the floor. This will leave about an hour for this part of the program and we would hope to conclude around 12:30 p.m. but will have to play the duration of the meeting by ear. It was also agreed that Paul McCracken and Don Burnham would be the two panel attendees at the press conference which is held immediately following the morning session. This will eliminate the necessity for the other government and Business Council members having to be present. I am enclosing five copies of this which might be useful for your own internal purposes. I look forward to seeing you and your wife at Hot Springs. Sincerely, John Job W. Burke, Jr. Executive Secretary PRESERVATION COPY Reproduced at the Richard Nixon Presidential Library Mtg. Folder September 30, 1970 Dear Jack: This is in response to your letter of September 24 in regard to the change in plans for those October meetings. Since I had participated in those San Clemente discussions I was not surprised in this change in the game plan. As for transportation, I am still hopeful that we can drive. If there is any change in those plans I shall let you know immediately. Regards, Paul W. McCracken Mr. John W. Burke, Jr. Executive Secretary The Business Council 888 Seventeenth Street, N. W. Washington, D. C. 20006 filed: Mtg. Folder Reproduced at the Richard Nixon Presidential Library FRED J. BORCH RUSSELL DeYOUNG Chairman Vice Chairman JOHN W. BURKE, JR. THE BUSINESS COUNCIL PATRICK E. HAGGERTY Executive Secretary Vice Chairman 888 SEVENTEENTH STREET, N.W. JOHN D. HARPER Telephone WASHINGTON, D.C. 20006 Vice Chairman Area Code 202 BIRNY MASON, JR. 298-7650 Vice Chairman ACTIVE MEMBERS J. PAUL AUSTIN FREDERICK B. DENT J. K. JAMIESON OTTO N. MILLER WILLIAM M. BATTEN RUSSELL DeYOUNG EDGAR F. KAISER HOWARD MORGENS S. D. BECHTEL, JR. C. DOUGLAS DILLON GEORGE E. KECK ROGER MILLIKEN EUGENE N. BEESLEY HENRY FORD II J. WARD KEENER W. B. MURPHY BENJAMIN F. BIAGGINI HENRY W. GADSDEN DONALD M. KENDALL T. F. PATTON JAMES H. BINGER A. H. GALLOWAY JOHN R. KIMBERLY JAMES M. ROCHE FRED J. BORCH EDWIN H. GOTT JOSEPH L. LANIER DAVID ROCKEFELLER HARLLEE BRANCH, JR. ELISHA GRAY = RALPH LAZARUS H. I. ROMNES WILLIAM S. BREWSTER R. V. HANSBERGER STUART T. SAUNDERS BARRY T. LEITHEAD DONALD C. BURNHAM L. B. SMITH JOHN D. HARPER EDMUND W. LITTLEFIELD HOWARD L. CLARK CHARLES H. SOMMER, JR. ELLISON L. HAZARD GEORGE H. LOVE FRANK STANTON JOHN T. CONNOR WILLIAM A. HEWITT MALCOLM MacNAUGHTON CHARLES B. THORNTON C. W. COOK MILTON P. HIGGINS S. M. McASHAN, JR. LYNN A. TOWNSEND JOHN E. CORETTE JACK K. HORTON CHARLES B. McCOY THOMAS J. WATSON, JR. BERT S. CROSS AMORY HOUGHTON, JR. GORDON M. METCALF GEORGE H. WEYERHAEUSER JOHN H. DANIELS GILBERT W. HUMPHREY IRWIN MILLER HENRY S. WINGATE September 24, 1970 The Honorable Paul W. McCracken, Chairman Council of Economic Advisers Executive Office Building, Room 312 Washington, D. C. 20506 Dear Paul: You were nice enough to agree to speak on our Friday morning program on October 16th at Hot Springs, but we now find that we are making some shifts in the schedule in order to devote one morning to the Economic Seminar requested by the White House. As you will recall, from the discussions at San Clemente, the President wishes to have Business Council thinking in specific areas and our White House Liaison Committee will be meeting with him on Sunday, October 18th, to report on the results of our deliberations at Hot Springs. It was suggested that a seminar on the economy be held at Hot Springs on Saturday morning, October 17th, and we have been advised that Secretary Kennedy, Secretary Stans, Mr. Shultz, Dr. Burns and yourself will be the Government participants. We will have the following Council members to give reports in the industries as listed: Donald C. Burnham Electrical Mfg. Ralph Lazarus Retail James M. Roche Automotive Roger Milliken Textiles S. D. Bechtel, Jr. Construction Ellison L. Hazard Containers Reproduced at the Richard Nixon Presidential Library THE BUSINESS COUNCIL September 24, 1970 The Honorable Paul W. McCracken Page 2 It is my understanding that the Government representatives will not have to prepare any speeches and that this seminar will be more of a round-table discussion. We do plan to hear first from our Government guests, then follow this with the Council members, and then devote the balance of the morning to questions from the floor. From all of this, then, you will see that we will not ask you to make any separate remarks on the Friday morning program and I hope you have not already spent time and effort in this direction. We understand that there will be a preliminary meeting of all seminar parti- cipants at 4:30 p.m. in the Roosevelt Room of the White House on October 8th, and that we will be receiving from you some work papers which are to be distributed to our members in ample time for their study prior to this meeting. I realize that you are now in Europe, but if we could receive these papers at the very earliest moment after your return, we will send them out special delivery to our men. Although I realize that you will have only just returned from Europe, I plan on calling you on Monday morning about this. We will, of course, keep in close touch with you as things progress. Meantime, perhaps your secretary could call and let me know how and when you and Mrs. McCracken wish to go down to Hot Springs. We will, as usual, have airplanes flying out on Thursday afternoon, October 15th, and I would suggest that you both go down on one of these so as to arrive in plenty of time for the evening reception, and also to insure that you are there for your 7:30 a. m. breakfast meeting on Friday, October 16th. Just pick up the phone and call me if there are any questions. Sincerely, John Jar Burke, Jr. Executive Secretary Reproduced at the Richard Nixon Presidential Library August 14, 1970 Dear Jack: Thank you for your good letter of August 12 outlining plans for the October meeting. Friday, October 16 is free on my calendar, and I shall be glad to prepare some- thing for the meeting. Incidentally, I would also like very much to arrange a breakfast meeting of our Liaison Committee. Do I arrange this or is that taken care of through your office? Regards, Paul W. McCracken Mr. John W. Burke, Jr. Executive Secretary The Business Council 888 Seventeenth Street, NW Washington, D.C. 20006 Meeting Folder Reproduced at the Richard Nixon Presidential Library 1 FRED J. BORCH RUSSELL BeYOUNG Chairman Vice Chairman JOHN W. BURKE, JR. THE BUSINESS COUNCIL PATRICK E. HAGGERTY Executive Secretary Vice Chairman 888 SEVENTEENTH STREET, N.W. JOHN D. HARPER WASHINGTON, D.C. 20006 Vice Chairman Telephone Area Code 202 BIRNY MASON, JR. 298-7650 Vice Chairman ACTIVE MEMBERS J. PAUL AUSTIN FREDERICK B. DENT J. K. JAMIESON oTTo N. MILLER WILLIAM M. BATTEN RUSSELL DeYOUNG EDGAR F. KAISER HOWARD MORGENS S. D. BECHTEL, JR. C. DOUGLAS DILLON GEORGE E. KECK ROGER MILLIKEN EUGENE N. BEESLEY HENRY FORD II J. WARD KEENER W. B. MURPHY BENJAMIN F. BIAGGINI HENRY W. GADSDEN DONALD M. KENDALL T. F. PATTON JAMES H. BINGER A. H. GALLOWAY JOHN R. KIMBERLY JAMES M. ROCHE FRED J. BORCH EDWIN H. GOTT JOSEPH L. LANIER DAVID ROCKEFELLER HARLLEE BRANCH, JR. ELISHA GRAY II RALPH LAZARUS H. I. ROMNES WILLIAM S. BREWSTER STUART T. SAUNDERS R. V. HANSBERGER BARRY T. LEITHEAD L. B. SMITH DONALD C. BURNHAM JOHN D. HARPER EDMUND W. LITTLEFIELD CHARLES H. SOMMER, JR. HOWARD L. CLARK ELLISON L. HAZARD GEORGE H. LOVE FRANK STANTON JOHN T. CONNOR WILLIAM A. HEWITT MALCOLM MacNAUGHTON CHARLES B. THORNTON C. W. COOK MILTON P. HIGGINS S. M. McASHAN, JR. LYNN A. TOWNSEND JOHN E. CORETTE JACK K. HORTON CHARLES B. McCOY THOMAS J. WATSON, JR. BERT S. CROSS AMORY HOUGHTON, JR. GORDON M. METCALF GEORGE H. WEYERHAEUSER JOHN H. DANIELS GILBERT W. HUMPHREY IRWIN MILLER HENRY S. WINGATE August 12, 1970 The Honorable Paul W. McCracken, Chairman Council of Economic Advisers Executive Office Building, Room 312 Washington, D. C. 20506 Dear Paul: It seems hard to believe that The Business Council is looking forward to its meeting at Hot Springs October 15th to 18th and we are all so hopeful that you and your nice wife will once again be our guests over this weekend. We are all hoping that you would be willing to take 20 minutes or so on the program of Friday morning, October 16th, to bring us up to date as to where we are and where we are going. By this time, the results of the third quarter will have begun to drift in and we may have a better look at the "bottoming out" process. I am not giving your remarks any title and, if you can be with us, whatever title you might want to use would look fine on our program. Please let me know at your convenience whether or not you are free so that we can start to make the necessary arrangements to button up our program. Kindest personal regards, Sincerely, John W. Burke, Jr. Executive Secretary Reproduced at the Richard Nixon Presidential Library