Calculated Risk

MAY 9, 2023

“On par with our expectations, the Dodge Momentum Index continued to recede in April, due to declining economic conditions and ongoing banking uncertainty.” Weaker commercial planning is driving the DMI’s decline, as it is more exposed to real-time economic changes than the largely publicly funded institutional segment.”

Healthcare 259

Healthcare Economics Planning Education 259

Calculated Risk

SEPTEMBER 11, 2023

This graph shows the Dodge Momentum Index since 2002. Commercial construction is a lagging economic indicator. The index was at 178.0 in August, down from 190.3 the previous month. According to Dodge, this index leads "construction spending for nonresidential buildings by a full year".

Healthcare 304

Healthcare Planning Education Economics 304

Calculated Risk

MAY 8, 2024

This graph shows the Dodge Momentum Index since 2002. Commercial construction is typically a lagging economic indicator. The index was at 173.9 in April, up from 164.0 the previous month. According to Dodge, this index leads "construction spending for nonresidential buildings by a full year". This index suggests a slowdown in 2024.

Healthcare 267

Healthcare Planning Education Economics 267

The Big Picture

JUNE 17, 2023

A former stockbroker and alumna of the New York Times and Wall Street Journal, she won the Pulitzer Prize in 2002 for her “trenchant and incisive” reporting on finance. They also wrote the 2011 bestseller “ Reckless Endangerment: How Outsized Ambition, Greed and Corruption Led to Economic Armageddon ,” about the mortgage crisis.

Taxes 327

Taxes Retail Economy Economics 327

Calculated Risk

APRIL 10, 2023

We are predicting the Dodge Momentum Index to work its way back to historical norms throughout 2023, concurrent with weaker economic conditions,” stated Sarah Martin, associate director of forecasting for Dodge Construction Network. This graph shows the Dodge Momentum Index since 2002. emphasis added Click on graph for larger image.

Healthcare 257

Healthcare Banking Education Planning 257

Calculated Risk

JANUARY 9, 2023

While some of that will likely erode in 2023 as economic growth wanes, increased demand for some building types like data centers, labs, and healthcare buildings will provide a solid floor for the construction sector.” This graph shows the Dodge Momentum Index since 2002. emphasis added Click on graph for larger image. in November.

Healthcare 264

Healthcare Education Retail Planning 264

Calculated Risk

JANUARY 10, 2024

Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2024. Here are the Ten Economic Questions for 2024 and a few predictions: • Question #2 for 2024: How much will job growth slow in 2024? I'm adding some thoughts, and maybe some predictions for each question. million jobs in 2023. million to 1.5

Economy 298

Economy Manufacturing Economics Sales 298

Calculated Risk

JULY 11, 2023

This graph shows the Dodge Momentum Index since 2002. Commercial construction is a lagging economic indicator. The index was at 197.3 in June, down from 202.4 the previous month. According to Dodge, this index leads "construction spending for nonresidential buildings by a full year".

Healthcare 225

Healthcare Planning Education Economics 225

The Big Picture

OCTOBER 31, 2022

It’s hard to completely dismiss this as a leading indicator and I’m not here to do that, but while most drawdowns of this magnitude have led to economic contractions, they haven’t always. At its low, the S&P 500 was 25% below its high. Irrelevant Investor ). Cumulative vs. Cyclical Knowledge : Knowledge in some fields is cumulative.

Engineering 264

Engineering Economics Assets Media 264

Calculated Risk

JANUARY 12, 2023

Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2023. Here are the Ten Economic Questions for 2023 and a few predictions: • Question #2 for 2023: How much will job growth slow in 2023? I'm adding some thoughts, and maybe some predictions for each question. 2) Employment: The economy added 4.5

Economy 235

Economy Economics Sales Numbers 235

Calculated Risk

JANUARY 10, 2024

This graph shows the Dodge Momentum Index since 2002. Commercial construction is typically a lagging economic indicator. The index was at 186.6 in December, up from 181.5 the previous month. According to Dodge, this index leads "construction spending for nonresidential buildings by a full year".

Planning 182

Planning Economics 182

The Big Picture

JANUARY 3, 2023

What does this rock traversing through the vast emptiness of space have to do with economic expansion, corporate revenues & profits, inflation, or interest rates? It takes the Earth 365 days, 6 hours, 9 minutes, and 9.76 seconds to complete one orbit – to return to its exact same place in space relative to our star, the sun.

Economy 328

Economy Economics Portfolio Marketing 328

Calculated Risk

NOVEMBER 7, 2023

This graph shows the Dodge Momentum Index since 2002. Commercial construction is typically a lagging economic indicator. The index was at 181.7 in October, up from 180.3 the previous month. According to Dodge, this index leads "construction spending for nonresidential buildings by a full year".

Education 173

Education Healthcare Planning Economics 173

Mish Talk

NOVEMBER 26, 2022

The Fed failed to do that in 2002 and 2008 and before that in the Long Term Capital Management bailout. When you continually bail out financial institutions and set interest rates too low, you foster if not outright encourage speculative manias. What about the knowledge gained?

Banking 223

Banking Investments Investing Management 223

The Big Picture

AUGUST 8, 2023

It is a “monthly measure of how unpredictable overall economic conditions are 1 month, 3 months, and 1 year ahead.” But “uncertainty” as that word is commonly used on Wall Street 1 seems to be correlated with concerns about faltering economic conditions and/or rising market volatility. And I am okay with that.

Distribution 246

Distribution Economics Communication Media 246

Calculated Risk

FEBRUARY 7, 2023

After such strong growth in 2022, we expect the Index to work its way back towards historical norms this year, in tandem with weaker economic growth. This graph shows the Dodge Momentum Index since 2002. Overall, levels of planning activity remained comparatively strong over the month — which bodes well for the construction sector.”

Healthcare 147

Healthcare Education Planning Retail 147

The Big Picture

OCTOBER 14, 2022

. • In the Battle With Robots, Human Workers Are Winning : As central bankers around the world are rushing to cool labor markets and tame inflation — a lot of policymakers are hoping that this week’s employment report shows declining demand for new workers — a few economic and technological truths have become evident. ( Only in Florida, man.

Insurance 173

Insurance Economics Financial Advisor Education 173

The Big Picture

JANUARY 8, 2024

Besides 2022, recent examples include 2018, 2000, and 2002 (the recession was in 2001). 550bps increases in the Federal Funds rate from March 2022 through July 2023 – and its long and variable lags – continues to exert a drag on the economy, which could lead to further economic contraction.

Economy 331

Economy Banking Marketing Marketing 331

Calculated Risk

AUGUST 8, 2023

This graph shows the Dodge Momentum Index since 2002. Commercial construction is a lagging economic indicator. The index was at 193.4 in July, down from 195.1 the previous month. According to Dodge, this index leads "construction spending for nonresidential buildings by a full year".

Healthcare 130

Healthcare Planning Education Numbers 130

Calculated Risk

JUNE 7, 2023

This graph shows the Dodge Momentum Index since 2002. Commercial construction is a lagging economic indicator. The index was at 180.5 in May, down from 184.1 the previous month. According to Dodge, this index leads "construction spending for nonresidential buildings by a full year".

Planning 130

Planning Education Economy Economics 130

The Big Picture

JANUARY 31, 2024

As it turns out, there are ways investors can tell if an economic contraction is really coming. Claudia Sahm : A recession is a broad-based contraction in economic activity. Most economic rules that I’m familiar with, they’re pretty complex, they rely on a lot of moving parts. There still has been no recession.

Economy 298

Economy Economics Consulting Marketing 298

Mish Talk

DECEMBER 19, 2022

In the period between 1999 and 2002, Gordon Brown, UK Chancellor of the Exchequer (roughly the equivalent of the US Secretary of Treasury), sold off 395 tons of gold, showing great faith in fiat currencies over gold. Volcker was followed by Alan Greenspan, deemed the "Great Maestro".

Banking 187

Banking Accounting Marketing Marketing 187

Fortune Financial

OCTOBER 1, 2022

Many of these businesses, and many of the things that move on rails are just captive volumes that can’t economically move via truck or via plane. Since 2002, overall carloads on Union Pacific’s network have declined by a bit less than 1% per year, but Union Pacific’s revenues per car have increased 4% per year.

Transportation 94

Transportation Financial Advisor Numbers Economics 94

The Irrelevant Investor

OCTOBER 28, 2018

Articles Do you remember what your portfolio’s return in 2002?

Communication 52

Communication Economics Marketing Marketing 52

Validea

OCTOBER 19, 2022

Even with bear markets like 2000-2002 and 2008-2009, the portfolio had strong returns for a very long period. Perhaps that pattern will hold in 2023 and 2024 and gold holders will be better rewarded, even if inflation subsides and the economic environment improves. The yellow metal then saw two positive years.

Investing 128

Investing Investments Valuation Portfolio 128

Good Financial Cents

SEPTEMBER 9, 2022

Based on its outstanding performance during the inflation of the 1970s and the economic and financial turmoil during the 2008 Financial Meltdown, gold looks to be a hands-down winner against inflation. Cons: Performs poorly during times of economic and price stability. in May 2022 to pay for what $1,000 bought in May 2002.

Investing 90

Investing Investments Portfolio Food 90

Getting Your Financial Ducks In A Row

OCTOBER 17, 2022

The Economic Recovery Tax Act (ERTA) of 1981 allowed for the IRA to become universally available as a savings incentive to all workers under age 70 1/2. The Education IRA was later renamed the Coverdell Education Savings Account in 2002. Contributions continued to rise steadily, amounting to $4.8 billion by 1981.

Retirement 90

Retirement Distribution Taxes Retirement Planning 90

Risk Management Guru

JANUARY 11, 2022

This is the definition made by the Institute of Risk Management (IRM), which also published ‘A Risk Management Standard’ (IRM, 2002), a guide that lays out a framework for managing risks. It does not ignore the upside, but mostly focuses on the downside: in fact, according to the Institute of Risk Management (2002, p.2) Hillson, D.

Risk Management 52

Risk Management Management Risk Analysis Education 52

Nationwide Financial

SEPTEMBER 19, 2022

Beyond the economic and earnings slowdown, investors also face several technical factors that will impact near-term returns. With two weeks left in the quarter, the S&P 500® Index is on pace for the sixth-worst performance on record through three quarters, trailing only 1974, 2001, 2002, 1931, and 2008. headwind, per Strategas.

Marketing 52

Marketing Marketing Economics Banking 52

Nationwide Financial

SEPTEMBER 27, 2022

The statement was little changed from July, though the Summary of Economic Projections (“dot plot”) rose the median rate to 4.4% DXY is within 5% of the 2002 peak, which was a historic period of fear and uncertainty. is the first time below parity since 2002. The terminal rate moved to 4.6% What to Watch. The euro at 0.97

Marketing 52

Marketing Marketing Retail Economics 52

The Better Letter

MARCH 27, 2025

The NBA followed suit in 2002. If there’s one thing we know about economics (and it applies much more broadly, of course), it’s that incentives work. The NFL began experimenting with the use of replay to enhance officiating in 1976 and began implementing it a decade later. The NHL instituted its usage in 1991.

Accounting 60

Accounting Food Retirement Electronics 60

Nationwide Financial

AUGUST 29, 2022

Economic clouds remain over Europe, as the conflict between Russia and Ukraine continues to pressure inflation. The euro has fallen to the lowest level versus the dollar since 2002, further driving inflationary pressure, and potentially creating political unrest. likely to approach 20%. What to Watch.

Banking 52

Banking Retail Economics Food 52

Trade Brains

OCTOBER 18, 2023

By March 2002, it had completely replaced the former currencies. This can be due to a variety of factors, such as interest rates, economic growth, inflation, and more. This makes it the most widely used ‘official currency’ in the world. Therefore, the ranking of currencies can vary over time depending on these fluctuations.

Banking 104

Banking Accounting Economy Pharmaceutical 104

The Irrelevant Investor

JUNE 4, 2021

The tech bubble, for example, peaked in March 2000 but didn't bottom until October 2002, two and a half years later. trillion economic stimulus bill. Everybody knew that the economy could not survive an economic shutdown. But what if it's just an economic slowdown. The black line, 2020, is clearly an outlier.

Marketing 52

Marketing Marketing Economy Government 52

Nationwide Financial

OCTOBER 24, 2022

This is similar to the market behavior near the bottoms in 2002, 2009, 2011, and 2020, reflecting the willingness of institutional investors to dip their toe back in the water. Despite historic levels of investor pessimism, the S&P 500® Index has shown 2% gains in six sessions in the past month in an effort to bounce. dollar, short E.U.

Marketing 52

Marketing Marketing Manufacturing Financial Market 52

Cornerstone Financial Advisory

JULY 18, 2022

dollar continued to climb, reflecting global economic weakness. dollar to six other major currencies) reached a fresh high, while the euro fell to parity with the dollar and to its lowest level since 2002. This Week: Key Economic Data. Index of Leading Economic Indicators. . Stocks Slide. Also, the U.S. A rising U.S

Marketing 52

Marketing Marketing Economics Taxes 52

Trade Brains

JANUARY 22, 2024

In 2002, the Company formed a technical collaboration with Cummins Engineering & IT Arm. Although the demand for Autos is back up, the industry is facing tougher situations primarily driven by chip shortages, global economic slowdowns, price shocks, and so on. Both CA partners wanted to create a firm with a global reputation.

Planning 119

Planning Engineering Manufacturing Clients 119