I stand by the reality of my statement.

Here is data on production: http://research.stlouisfed.org/fred2/series/GDP http://research.stlouisfed.org/fred2/series/INDPRO

Here is employment: http://research.stlouisfed.org/fred2/series/PAYEMS

See the disconnect?

Lets focus specifically on Durable Goods, since we have a decent measure of their demand (not just their production). The recovery here is incomplete, but it's we are about halfway from trough to peak.

Durable goods demand: http://research.stlouisfed.org/fred2/series/DGORDER

Durable goods production: http://research.stlouisfed.org/fred2/series/IPDCONGD

Durable goods employment: http://research.stlouisfed.org/fred2/series/DMANEMP

It doesn't surprise me that what I'm saying conflicts with your model of the world. It conflicts with my old model, and nukes my favorite possible solution (tax cuts) as well. But the data is the data, and all we can do is try to build new models which fit it.

The economy has changed, and our old models don't work very well anymore. We need new models.