Calculated Risk

APRIL 5, 2024

The headline jobs number in the March employment report was above expectations; and January and February payrolls were revised up by 22,000 combined. Part Time for Economic Reasons From the BLS report : " The number of people employed part time for economic reasons, at 4.3 million, changed little in March. million from 4.36

Numbers 126

Numbers Economics Manufacturing 126

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 93

Marketing Marketing Economy Transportation 93

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

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 83

Numbers Economics Manufacturing 83

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 123

Numbers Economics Manufacturing 123

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 57

Healthcare Planning Education Economics 57

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 125

Retail Numbers Economics Manufacturing 125

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 118

Retail Numbers Economics Manufacturing 118

The Big Picture

AUGUST 1, 2023

but the giveback off the highs was substantial: S&P 500 was down ~23%, Russell 2000 was off 27%, and the Nasdaq 100 came down 32%. Recall John Kenneth Galbraith’s observation: “The only function of economic forecasting is to make astrology look respectable.” Blame whatever you want – Too far, too fast? End of ZIRP?

Economics 246

Economics Valuation Marketing Marketing 246

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 132

Retail Numbers Economics Manufacturing 132

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

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

The Big Picture

FEBRUARY 14, 2024

But not only did he turn out to be right, by 2000, the move was 1000%. So what were the numbers like after World War 1 and after World War 2? Jeff Hirsch : The numbers, it was about just around 500 percent, 517%, 521%, right in the just over 500%. A 500% move in the stock market. In fact, it was fairly widely mocked.

Marketing 312

Marketing Marketing Government Numbers 312

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 124

Healthcare Education Planning Economics 124

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 67

Numbers Economics Manufacturing 67

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

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

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 113

Economics Sales Retirement Numbers 113

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

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

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 67

Retail Manufacturing Sales Food 67

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

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

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 91

Retail Marketing Marketing Sales 91

Trade Brains

NOVEMBER 15, 2023

KHIR City is inspired by Singapore’s Biopolis Cluster and Japan’s Kobe Biomedical Innovation Cluster and will spread across 2000 acres. This initiative has the potential to contribute towards the state’s GDP, making Karnataka an even bigger player in the Indian economic game. How will it help people and the economy?

Government 59

Government Investing Investments Healthcare 59

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

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 92

Marketing Marketing Economy Economics 92

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 Investments Investing 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

Trade Brains

FEBRUARY 20, 2024

Capital Market Magazine Capital Market is a fortnightly publication that analyses 2000 Companies and provides an in-depth analysis of the fundamental performance of the stocks, as well as their business operations. The article was published in ‘The Economic Times’ bringing lots of fame to the agency and its founder.

Marketing 59

Marketing Marketing Startup Education 59

Validea

SEPTEMBER 6, 2023

By Justin Carbonneau ( Twitter | LinkedIn | YouTube ) — Over the past few weeks, I’ve seen a number of charts highlighting the opportunity in small-cap stocks given their absolute and relative valuations. There are a number of risk-based drivers that explain some of the valuation spreads that currently exist.

Valuation 64

Valuation Economics Numbers Investments 64

Calculated Risk

MAY 27, 2023

This graph shows the year-over-year change in the seasonally adjusted National Index, Composite 10 and Composite 20 indexes through the most recent report (the Composite 20 was started in January 2000). The number of job openings (black) were down 20% year-over-year. 9:00 AM: FHFA House Price Index for March 2022. million from 10.0

Manufacturing 52

Manufacturing Sales Government Banking 52

Carson Wealth

MAY 22, 2023

Economic data continues to come in strong, including for retail sales and vehicle production. Housing starts and permits data are turning around as builders become more confident about the economic outlook. Housing may no longer be a drag on economic growth the rest of this year. The housing market is showing signs of recovery.

Marketing 52

Marketing Marketing Economy Economics 52

Mauldin Economics

JUNE 11, 2021

Louis Gave, co-founder and CEO of Gavekal Research, recently said that most economic activity is simply transformed energy of one sort or another. Source: Gavekal You can see in the chart above how wages dropped in the 2000 recession and even more obviously in the 2008–2010 period.

Economics 52

Economics Transportation Economy Manufacturing 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 97

Economics Economy Media Marketing 97

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 Investments 98

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 52

Math Accounting Investments Investing 52