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

DECEMBER 9, 2022

The Momentum Index continued to rise in November, conveying hopefulness from owners and developers that the construction sector will endure the possible economic slowdown next year,” said Sarah Martin, senior economist for Dodge Construction Network. This graph shows the Dodge Momentum Index since 2002. The index was at 207.2

Healthcare 143

Healthcare Education Planning Government 143

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

Calculated Risk

APRIL 8, 2024

This graph shows the Dodge Momentum Index since 2002. Commercial construction is typically a lagging economic indicator. The index was at 164.0 in March, down from 179.5 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.

Education 122

Education Planning Accounting Economics 122

Calculated Risk

NOVEMBER 8, 2022

“The sustained upward trajectory in the Momentum Index shows optimism from owners and developers that projects will continue to move forward, even with rising concerns of an economic recession,” said Sarah Martin, senior economist for Dodge Construction Network. This graph shows the Dodge Momentum Index since 2002. in September.

Healthcare 125

Healthcare Education Planning Economics 125

Calculated Risk

SEPTEMBER 10, 2024

This graph shows the Dodge Momentum Index since 2002. Commercial construction is typically a lagging economic indicator. The index was at 220.4 in August, up from 214.2 the previous month. According to Dodge, this index leads "construction spending for nonresidential buildings by a full year".

Healthcare 120

Healthcare Planning Retail Economics 120

Calculated Risk

MARCH 7, 2023

Owners and developers tend to put projects into planning until well after economic conditions weaken. Therefore, the anticipated mild economic growth in 2023 could cause the DMI to moderate over the year, but it is unlikely to fall below historical norms.” This graph shows the Dodge Momentum Index since 2002. in December.

Healthcare 110

Healthcare Economics Planning Education 110

Calculated Risk

JULY 10, 2024

This graph shows the Dodge Momentum Index since 2002. Commercial construction is typically a lagging economic indicator. The index was at 198.6 in June, up from 1179.9 the previous month. According to Dodge, this index leads "construction spending for nonresidential buildings by a full year".

Healthcare 111

Healthcare Planning Education Retail 111

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 103

Healthcare Economics Education Planning 103

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 121

Healthcare Planning Education Economics 121

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 107

Healthcare Planning Education Economics 107

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 102

Healthcare Banking Education Economics 102

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 105

Healthcare Education Retail Planning 105

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 119

Economy Manufacturing Economics Sales 119

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 90

Healthcare Planning Education Economics 90

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 72

Planning Economics 72

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 94

Economy Economics Sales Numbers 94

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

The Big Picture

FEBRUARY 14, 2024

Also looking back to the 2002 9/11 situation and then going into Afghanistan and all that stuff. Analysts who’ve studied this have found that the joys of peace when war ends go beyond the relief of ending human suffering; peace often leads to strong economic growth and large subsequent gains in stock markets.

Marketing 317

Marketing Marketing Government Numbers 317

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 69

Education Healthcare Planning Economics 69

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 Economics Numbers 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.

Investments 128

Investments Investing Valuation Portfolio 128

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 59

Healthcare Education Planning Retail 59

Calculated Risk

NOVEMBER 10, 2024

This graph shows the Dodge Momentum Index since 2002. Commercial construction is typically a lagging economic indicator. The index was at 197.2 in October, down from 208.2 the previous month. According to Dodge, this index leads "construction spending for nonresidential buildings by a full year".

Healthcare 59

Healthcare Planning Education Economics 59

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

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 52

Healthcare Planning Education Economics 52

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 52

Planning Education Economy Economics 52

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

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

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

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