Calculated Risk

OCTOBER 4, 2024

The headline jobs number in the September employment report was well above expectations, and July and August payrolls were revised up by 72,000 combined. Part Time for Economic Reasons From the BLS report : " The number of people employed part time for economic reasons changed little at 4.6 YoY in September.

Numbers 122

Numbers Economics Manufacturing 122

Calculated Risk

OCTOBER 6, 2023

The headline jobs number in the September employment report was well above expectations, and employment for the previous two months was revised up by 119,000, combined. Part Time for Economic Reasons From the BLS report : " The number of persons employed part time for economic reasons, at 4.1 million from 4.22

Numbers 124

Numbers Economics Manufacturing 124

Calculated Risk

JANUARY 5, 2024

The headline jobs number in the December employment report was above expectations, however employment for the previous two months was revised down by 71,000, combined. Part Time for Economic Reasons From the BLS report : " The number of persons employed part time for economic reasons, at 4.2 YoY in December.

Retail 120

Retail Numbers Economics Manufacturing 120

Calculated Risk

SEPTEMBER 6, 2024

The headline jobs number in the August employment report was below expectations, and June and July payrolls were revised down by 82,000 combined. Part Time for Economic Reasons From the BLS report : " The number of people employed part time for economic reasons was little changed at 4.8 YoY in March 2022 and was at 3.8%

Numbers 110

Numbers Economics Manufacturing 110

Calculated Risk

NOVEMBER 8, 2022

From Dodge Data Analytics: Dodge Momentum Index Continues to Climb in October he Dodge Momentum Index (DMI), issued by Dodge Construction Network, improved 9.6% (2000=100) in October to 199.7 from the revised September reading of 182.2. Commercial planning was bolstered by a solid increase in office and hotel projects.

Healthcare 125

Healthcare Education Planning Economics 125

Calculated Risk

NOVEMBER 3, 2023

The headline jobs number in the October employment report was below expectations, and employment for the previous two months was revised down by 101,000, combined. Part Time for Economic Reasons From the BLS report : " The number of persons employed part time for economic reasons, at 4.3 million from 4.07 million from 4.07

Retail 133

Retail Numbers Economics Manufacturing 133

Calculated Risk

DECEMBER 8, 2023

The headline jobs number in the November employment report was at expectations, however employment for the previous two months was revised down by 35,000, combined. Part Time for Economic Reasons From the BLS report : " The number of persons employed part time for economic reasons decreased by 295,000 to 4.0

Retail 126

Retail Numbers Economics Manufacturing 126

Calculated Risk

NOVEMBER 1, 2024

The headline jobs number in the October employment report was below expectations, and August and September payrolls were revised down by 112,000 combined. Part Time for Economic Reasons From the BLS report : " The number of people employed part time for economic reasons was little changed at 4.6 million in October.

Retail 111

Retail Numbers Economics Sales 111

The Big Picture

AUGUST 29, 2023

Schroders ) • The Exact Age When You Make Your Best Financial Decisions There’s a magic number for when your expertise and cognitive powers align. The leading economic indicators show the U.S. 2000-2003 Dotcom implosion 6. Savings rates have rocketed and UK savers can earn over 5% on deposits. With the 10 year at 4.2%

Insurance 130

Insurance Math Economics Economy 130

Carson Wealth

JULY 29, 2024

last week, declining for the second consecutive week, but there’s still a lot of strength under the surface, as the small cap Russell 2000 Index climbed 3.5%. March 2000 at the peak of the tech bubble. Q2 GDP Growth Confirms Economic Resilience The economy grew at an annualized pace of 2.8% The S&P 500 fell 0.8%

Marketing 97

Marketing Marketing Economy Transportation 97

Mish Talk

DECEMBER 7, 2022

Other than 2000 and 2020 there is not much lead time between the time industrial production peaks and recession starts. The current numbers by themselves do not indicate much of anything but they are one of the items the NBER will use in arrears to determine if a recession has started. The chart is through October.

Manufacturing 130

Manufacturing Numbers Economics 130

Calculated Risk

JANUARY 11, 2023

Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2023. A large portion of the decline in the participation rate since 2000 was due to demographics and long-term trends. I'm adding some thoughts, and maybe some predictions for each question. in February 2020, and up from the pandemic low of 60.1%

Economics 115

Economics Sales Retirement Numbers 115

Calculated Risk

JULY 5, 2024

The headline jobs number in the June employment report was above expectations, however April and May payrolls were revised down by 111,000 combined. Part Time for Economic Reasons From the BLS report : " The number of people employed part time for economic reasons, at 4.2 million, changed little in June. million from 4.42

Numbers 84

Numbers Economics Manufacturing 84

Calculated Risk

FEBRUARY 2, 2024

The headline jobs number in the January employment report was well above expectations, and November and December payrolls were revised up by 126,000 combined. Part Time for Economic Reasons From the BLS report : " In January, the number of people employed part time for economic reasons, at 4.4 Including revisions: The 3.06

Numbers 87

Numbers Economics Manufacturing 87

Abnormal Returns

MAY 20, 2023

suicide rates are up some 40% since 2000. brookings.edu) States are providing free college educations to increase the number of trained teachers. abnormalreturns.com) Podcast links: the economics of innovation (abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? wired.com) However, U.S.

Education 130

Education Financial Advising Media Food 130

Nationwide Financial

JUNE 13, 2023

Coming off the blowout jobs report and the debt ceiling agreement, last week was a slower week for economic data. Given the Fed’s guidance, we expect them to hold rates unchanged on Wednesday, but retain a hawkish bias which opens the door to a July rate hike if economic activity and namely inflation do not cool sufficiently.

Economics 52

Economics Manufacturing Retail Sales 52

Calculated Risk

MARCH 8, 2024

The headline jobs number in the February employment report was above expectations; however, December and January payrolls were revised down by 167,000 combined. Part Time for Economic Reasons From the BLS report : " The number of people employed part time for economic reasons, at 4.4 million, changed little in February.

Numbers 69

Numbers Economics Manufacturing 69

Validea

JUNE 14, 2023

A Glimpse into the Past: The Historical Giants In order to understand the potential growth trajectory to a $10 trillion company, we must first examine the economic giants of the past. In 2000, General Electric accounted for over 5% of the S&P 500 ( source ). In 2000, the total value of the US stock market was $15.1

Math 109

Math Accounting Investing Investments 109

Trade Brains

SEPTEMBER 30, 2023

Here we shall discuss the most traded commodities in the world with their importance, impact on economics and factors affecting their prices globally. The price of Brent crude oil depends on supply and demand factors where the demand for crude oil is linked with global economic performance.

Economics 119

Economics Food Manufacturing Government 119

The Big Picture

JULY 26, 2022

What makes Graham so interesting is while everybody else in the world of private equity is focused on the analytics and crunching numbers and creating econometric models that will tell you where to invest, I think they’ve found a very different model that has been extremely successful for them, where the key focus is on talent.

Consulting 298

Consulting Numbers Management Investing 298

Carson Wealth

AUGUST 19, 2024

Those numbers were the underpinning of a large upside surprise in July retail sales. Given the somewhat gloomy economic expectations still baked into the market following the weaker-than-expected August 2 jobs report, the market response was decisively positive. Headline retail sales came in at 1.0% versus a 0.2% consensus expectation.

Retail 96

Retail Marketing Marketing Sales 96

Calculated Risk

MAY 11, 2024

For manufacturing, April Industrial Production, and the May NY and Philly Fed manufacturing surveys will be released. -- Monday, May 13th -- No major economic releases scheduled. -- Tuesday, May 14th -- 6:00 AM ET: NFIB Small Business Optimism Index for April. This graph shows single and total housing starts since 2000. up from -14.3.

Retail 69

Retail Manufacturing Sales Food 69

The Irrelevant Investor

AUGUST 21, 2015

Daniel Kahneman, one of the pioneers of behavioral economics, describes framing in his Thinking, Fast and Slow : "Framing effects: Different ways of presenting the same information often evoke different emotions. However, by the nature of where these prices are anchored to, the numbers are pretty misleading.

Economics 52

Economics Numbers Marketing Marketing 52

Dear Mr. Market

JULY 8, 2023

They cited various factors, including rising inflation, geopolitical tensions, and lingering effects of the pandemic, as harbingers of an impending economic downturn. Economic indicators have displayed some resilience and even showed signs of strength in certain sectors.

Economics 107

Economics Economy Media Marketing 107

Nationwide Financial

MARCH 13, 2023

Despite the strong 311,000 gain in net new jobs in February, the average number of hours worked by employees fell a 0.1 Despite the strong 311,000 gain in net new jobs in February, the average number of hours worked by employees fell a 0.1 The decline in unit auto sales on the month should weigh on the headline reading.

Economics 52

Economics Retail Sales Food 52

Validea

FEBRUARY 17, 2023

Wall Streeters give a lot of credence to economic forecasts at the start of every year, as corporations project demand and craft their budgets and money managers plan out their strategies for the next year. for 2020 while the real number was -2.8%. Some years saw a bigger discrepancy; in 2019, the median prediction was 1.8%

Portfolio Management 59

Portfolio Management Budgeting Economics Portfolio 59

Carson Wealth

SEPTEMBER 23, 2024

Beyond headline inflation, higher energy prices can even feed into core inflation numbers that the Fed typically focuses on. And if economic growth remains resilient, bond yields should not be moving lower. But mid- and small-cap stocks, which are even more geared to economic growth, outperformed.

Marketing 96

Marketing Marketing Economy Economics 96

Brown Advisory

JANUARY 19, 2023

Since 1995, there are four rather distinct periods during which forward earnings estimates for the S&P 500 Index declined, tied to a specific event and/or economic downturn. Further, stock markets tend historically to move in advance of changes in economic activity or earnings trajectory, not in response to those changes.

Clients 98

Clients Economy Economics Investing 98

Nationwide Financial

AUGUST 17, 2022

Some recent positive economic news boosted bullish sentiment, primarily the July Consumer Price Index (CPI) reading. The headline inflation number showed CPI was flat in July, mainly due to falling gas prices. That lowered the year-over-year CPI number to 8.5% (from 9.1% Treasuries appears to think otherwise.

Economics 59

Economics Numbers Economy Marketing 59

Cornerstone Financial Advisory

NOVEMBER 25, 2024

The Russell 2000, an index of 2,000 small-cap companies widely used as a benchmark for U.S. 7 This Week: Key Economic Data Tuesday: Consumer Confidence. Source: I nvestors Business Daily – Econoday economic calendar ; November 21, 2024 The Econoday economic calendar lists upcoming U.S. small-cap stocks, rose 4.50

Marketing 52

Marketing Marketing Taxes Economics 52

Calculated Risk

NOVEMBER 10, 2024

2000=100) from the revised September reading of 208.2. Commercial construction is typically a lagging economic indicator. From Dodge Data Analytics: Dodge Momentum Index Retreats 5% in October The Dodge Momentum Index (DMI), issued by Dodge Construction Network, decreased 5.3% in October to 197.2

Healthcare 59

Healthcare Planning Education Economics 59

Bell Investment Advisors

NOVEMBER 6, 2023

The economic backdrop to these losses, however, stands out. Comparing present day data with data from 2000 through 2019, we clearly see strength in the present. That’s occurred alongside an impressive number of jobs still unfilled. To be sure, the number of unfilled job openings has declined to 9.6 labor market.

Economy 52

Economy Economics Investment Advisor Numbers 52

The Big Picture

MAY 30, 2023

I had an economics lesson, I had a life lesson, I had an epiphany, I had a race relations lesson, I had a self-esteem and confidence lesson. Being broke is economic, but being poor is a disabling frame of mind, a depressed condition of your spirit. It’s home economics class, doesn’t exist anymore. RITHOLTZ: Right.

Banking 147

Banking Economics Business Planning Economy 147

The Big Picture

SEPTEMBER 12, 2022

And so, coming out of school, I studied Economics and Spanish Literature, and I applied to a — a program that actually targeted Liberal Arts majors. I wasn’t that typical person that did a number of, you know, internships during the summer, had that …. It was at Bank One, at the time. BITTERLY MICHELL: … was — no, no.

Clients 299

Clients Wealth Management Banking Investing 299

Cornerstone Financial Advisory

DECEMBER 2, 2024

Weekly Market Insights | December 2nd, 2024 Solid Gains for Thanksgiving Week Stocks posted solid gains over a short and busy holiday week as investors parsed fresh economic data, comments on potential future trade policy, and a few Q3 reports from technology companies. One area of concern has been the economic impact of proposed tariffs.

Marketing 52

Marketing Marketing Economics Taxes 52

Trade Brains

JANUARY 20, 2024

The Company has designed, executed, and managed more than 1000 major events and 2000 exhibitions all over the world. Financials A closer look at Praveg’s financials is essential to understand what the numbers tell us about the company. Praveg has organized and managed exhibitions, events and campaigns in India and abroad.

Government 104

Government Management License Planning 104

Calculated Risk

AUGUST 8, 2023

2000=100) from the revised June reading of 195.1. July also saw a deceleration in the number of education and healthcare projects entering planning — the two largest institutional segments. Commercial construction is a lagging economic indicator. in July to 193.4 emphasis added Click on graph for larger image.

Healthcare 52

Healthcare Planning Education Economics 52