Calculated Risk

AUGUST 1, 2022

. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. This data shows the 7-day average of daily total traveler throughput from the TSA for 2019 (Light Blue), 2020 (Black), 2021 (Blue) and 2022 (Red). Black is 2020, Blue is 2021 and Red is 2022. Blue is for 2020.

Economy 144

Economy Transportation Numbers Sales 144

The Big Picture

OCTOBER 18, 2022

Sure, RRE/CRE is a huge part of the economy, so its health is always important. But for the purposes of our discussion about the state of the economy and rising interest rates, Real Estate is where the rubber meets the road. Rising Fed Funds Rates make capital and credit more expensive; the calculus around both debt and equity shifts.

Budgeting 363

Budgeting Economy Taxes Economics 363

Calculated Risk

OCTOBER 31, 2022

. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. This data shows the 7-day average of daily total traveler throughput from the TSA for 2019 (Light Blue), 2020 (Black), 2021 (Blue) and 2022 (Red). Black is 2020, Blue is 2021 and Red is 2022. Blue is for 2020.

Economy 104

Economy Transportation Numbers Sales 104

Calculated Risk

AUGUST 22, 2022

. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. This data shows the 7-day average of daily total traveler throughput from the TSA for 2019 (Light Blue), 2020 (Black), 2021 (Blue) and 2022 (Red). Black is 2020, Blue is 2021 and Red is 2022. Blue is for 2020.

Economy 116

Economy Transportation Numbers Sales 116

Bell Investment Advisors

NOVEMBER 6, 2023

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 The broader economy surprises, too. First, this is a degree of expansion that is approximately double any quarterly growth rate seen since the post-COVID rebound of 2020 to 2021.

Economy 52

Economy Economics Numbers Investment Advisor 52

Abnormal Returns

DECEMBER 8, 2023

economist.com) Some 2023 books that stuck with Ezra Klein including Zeke Faux’s “Number Go Up.” stripe.press) Economy The November NFP report showed an increase of 199k jobs and a 3.7% bonddad.blogspot.com) 5 million more Americans are working now than in January 2020. unemployment rate.

Financial Advising 263

Financial Advising Media Economy Economics 263

Calculated Risk

DECEMBER 26, 2022

. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. This data shows the 7-day average of daily total traveler throughput from the TSA for 2019 (Light Blue), 2020 (Black), 2021 (Blue) and 2022 (Red). Black is 2020, Blue is 2021 and Red is 2022. Blue is for 2020.

Economy 98

Economy Transportation Numbers Sales 98

Calculated Risk

OCTOBER 24, 2022

. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. This data shows the 7-day average of daily total traveler throughput from the TSA for 2019 (Light Blue), 2020 (Black), 2021 (Blue) and 2022 (Red). Black is 2020, Blue is 2021 and Red is 2022. Blue is for 2020.

Economy 106

Economy Transportation Numbers Sales 106

Calculated Risk

NOVEMBER 14, 2022

. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. This data shows the 7-day average of daily total traveler throughput from the TSA for 2019 (Light Blue), 2020 (Black), 2021 (Blue) and 2022 (Red). Black is 2020, Blue is 2021 and Red is 2022. Blue is for 2020.

Economy 98

Economy Transportation Numbers Sales 98

The Big Picture

DECEMBER 8, 2023

1 This is significant for two reasons: First, it is a full 5 million more people working today than in January 2020, just before the pandemic struck. That is a significant number to recall whenever people posit we either are in, or just were in, or are about to tumble into a recession. This is not a popular opinion.

Numbers 261

Numbers Retirement Economy Accounting 261

Calculated Risk

DECEMBER 5, 2022

. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. This data shows the 7-day average of daily total traveler throughput from the TSA for 2019 (Light Blue), 2020 (Black), 2021 (Blue) and 2022 (Red). Black is 2020, Blue is 2021 and Red is 2022. Blue is for 2020.

Economy 98

Economy Transportation Numbers Sales 98

Calculated Risk

AUGUST 29, 2022

. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. This data shows the 7-day average of daily total traveler throughput from the TSA for 2019 (Light Blue), 2020 (Black), 2021 (Blue) and 2022 (Red). Black is 2020, Blue is 2021 and Red is 2022. Blue is for 2020.

Economy 104

Economy Transportation Numbers Sales 104

Calculated Risk

OCTOBER 17, 2022

. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. This data shows the 7-day average of daily total traveler throughput from the TSA for 2019 (Light Blue), 2020 (Black), 2021 (Blue) and 2022 (Red). Black is 2020, Blue is 2021 and Red is 2022. Blue is for 2020.

Economy 97

Economy Transportation Numbers Sales 97

Calculated Risk

OCTOBER 29, 2024

From the BLS: Job Openings and Labor Turnover Summary The number of job openings was little changed at 7.4 The number of total separations was unchanged at 5.2 Note: The difference between JOLTS hires and separations is similar to the CES (payroll survey) net jobs headline numbers. Bureau of Labor Statistics reported today.

Numbers 76

Numbers Economy Marketing Marketing 76

Calculated Risk

JUNE 4, 2024

From the BLS: Job Openings and Labor Turnover Summary The number of job openings changed little at 8.1 Over the month, both the number of hires and total separations were little changed at 5.6 Note: The difference between JOLTS hires and separations is similar to the CES (payroll survey) net jobs headline numbers. million and 5.4

Numbers 131

Numbers Economy Marketing Marketing 131

Calculated Risk

OCTOBER 10, 2022

. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. This data shows the 7-day average of daily total traveler throughput from the TSA for 2019 (Light Blue), 2020 (Black), 2021 (Blue) and 2022 (Red). Black is 2020, Blue is 2021 and Red is 2022. Blue is for 2020.

Economy 98

Economy Transportation Numbers Sales 98

Calculated Risk

NOVEMBER 28, 2022

. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. This data shows the 7-day average of daily total traveler throughput from the TSA for 2019 (Light Blue), 2020 (Black), 2021 (Blue) and 2022 (Red). Black is 2020, Blue is 2021 and Red is 2022. Blue is for 2020.

Economy 94

Economy Transportation Numbers Sales 94

Calculated Risk

DECEMBER 19, 2022

. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. This data shows the 7-day average of daily total traveler throughput from the TSA for 2019 (Light Blue), 2020 (Black), 2021 (Blue) and 2022 (Red). Black is 2020, Blue is 2021 and Red is 2022. Blue is for 2020.

Economy 92

Economy Transportation Numbers Sales 92

Calculated Risk

DECEMBER 12, 2022

. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. This data shows the 7-day average of daily total traveler throughput from the TSA for 2019 (Light Blue), 2020 (Black), 2021 (Blue) and 2022 (Red). Black is 2020, Blue is 2021 and Red is 2022. Blue is for 2020.

Economy 89

Economy Transportation Numbers Sales 89

Calculated Risk

AUGUST 15, 2022

. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. This data shows the 7-day average of daily total traveler throughput from the TSA for 2019 (Light Blue), 2020 (Black), 2021 (Blue) and 2022 (Red). Black is 2020, Blue is 2021 and Red is 2022. Blue is for 2020.

Economy 98

Economy Transportation Numbers Sales 98

Calculated Risk

NOVEMBER 21, 2022

. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. This data shows the 7-day average of daily total traveler throughput from the TSA for 2019 (Light Blue), 2020 (Black), 2021 (Blue) and 2022 (Red). Black is 2020, Blue is 2021 and Red is 2022. Blue is for 2020.

Economy 86

Economy Transportation Numbers Sales 86

Calculated Risk

JULY 25, 2022

. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. This data shows the 7-day average of daily total traveler throughput from the TSA for 2019 (Light Blue), 2020 (Black), 2021 (Blue) and 2022 (Red). Black is 2020, Blue is 2021 and Red is 2022. Blue is for 2020.

Economy 98

Economy Transportation Numbers Sales 98

Calculated Risk

JANUARY 30, 2024

From the BLS: Job Openings and Labor Turnover Summary The number of job openings changed little at 9.0 Over the month, the number of hires and total separations were little changed at 5.6 Note: The difference between JOLTS hires and separations is similar to the CES (payroll survey) net jobs headline numbers. million and 5.4

Numbers 122

Numbers Economy Marketing Marketing 122

Calculated Risk

JANUARY 12, 2023

2) Employment: The economy added 4.5 Or will the economy lose jobs? Job losses in construction haven't started yet because a record number of housing units are under construction. If the Fed drives the economy into recession (to cool inflation), then we could see job losses in 2023. Or will the economy lose jobs?

Economy 93

Economy Economics Sales Numbers 93

Brown Advisory

AUGUST 11, 2023

The Equity Beat: Old Economy Stocks Aging Like Fine Wine mhannan Fri, 08/11/2023 - 17:10 Unlike my good friends who frequent Baltimore’s finest dining establishments about as often as the division-leading Orioles win (you know who you are), I would never be confused for a wine connoisseur. was only marginally better.

Economy 98

Economy Manufacturing Clients Economics 98

Calculated Risk

APRIL 2, 2024

From the BLS: Job Openings and Labor Turnover Summary The number of job openings changed little at 8.8 Over the month, the number of hires and total separations were little changed at 5.8 Note: The difference between JOLTS hires and separations is similar to the CES (payroll survey) net jobs headline numbers. million and 5.6

Numbers 111

Numbers Economy Marketing Marketing 111

Abnormal Returns

JULY 18, 2022

Treasuries The MOVE index is at 2020-like levels. wired.com) Global Covid and the war in Ukraine remain as two big wild cards for the global economy. nytimes.com) Covid did a number on global childhood vaccinations. npr.org) Economy The story of the economy is inflation, inflation and inflation.

Financial Advising 246

Financial Advising Startup Economy Portfolio 246

Calculated Risk

OCTOBER 3, 2022

. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. This data shows the 7-day average of daily total traveler throughput from the TSA for 2019 (Light Blue), 2020 (Black), 2021 (Blue) and 2022 (Red). Black is 2020, Blue is 2021 and Red is 2022. Blue is for 2020.

Economy 73

Economy Transportation Numbers Sales 73

Calculated Risk

OCTOBER 1, 2024

From the BLS: Job Openings and Labor Turnover Summary The number of job openings was little changed at 8.0 Note: The difference between JOLTS hires and separations is similar to the CES (payroll survey) net jobs headline numbers. The number of job openings (black) were down 14% year-over-year. Within separations, quits (3.1

Numbers 73

Numbers Economy Marketing Marketing 73

Calculated Risk

MAY 2, 2023

From the BLS: Job Openings and Labor Turnover Summary The number of job openings decreased to 9.6 Over the month, the number of hires and total separations were little changed at 6.1 Note: The difference between JOLTS hires and separations is similar to the CES (payroll survey) net jobs headline numbers. million and 5.9

Numbers 144

Numbers Economy Marketing Marketing 144

Calculated Risk

DECEMBER 5, 2023

From the BLS: Job Openings and Labor Turnover Summary The number of job openings decreased to 8.7 Over the month, the number of hires and total separations changed little at 5.9 Note: The difference between JOLTS hires and separations is similar to the CES (payroll survey) net jobs headline numbers. million and 5.6

Numbers 118

Numbers Economy Marketing Marketing 118

The Big Picture

MARCH 13, 2024

And there’s a fair number of people who say 70%, two thirds of the stock market without any risk at all, market risk that is – sign me up for that. It’s a number that’s put out every Thursday for the previous week. That is, over the last 50 years, an extraordinarily low number. It’s a state program.

Numbers 283

Numbers Insurance Economy Marketing 283

Calculated Risk

JULY 6, 2023

From the BLS: Job Openings and Labor Turnover Summary The number of job openings decreased to 9.8 Over the month, the number of hires and total separations were little changed at 6.2 Note: The difference between JOLTS hires and separations is similar to the CES (payroll survey) net jobs headline numbers. million and 5.9

Numbers 131

Numbers Economy Marketing Marketing 131

Calculated Risk

MAY 31, 2023

From the BLS: Job Openings and Labor Turnover Summary The number of job openings edged up to 10.1 Over the month, the number of hires changed little at 6.1 Note: The difference between JOLTS hires and separations is similar to the CES (payroll survey) net jobs headline numbers. Bureau of Labor Statistics reported today.

Numbers 133

Numbers Economy Marketing Marketing 133

Calculated Risk

MARCH 8, 2023

From the BLS: Job Openings and Labor Turnover Summary The number of job openings decreased to 10.8 Over the month, the number of hires and total separations changed little at 6.4 Note: The difference between JOLTS hires and separations is similar to the CES (payroll survey) net jobs headline numbers. million and 5.9

Numbers 139

Numbers Economy Marketing Marketing 139

Calculated Risk

JULY 2, 2024

From the BLS: Job Openings and Labor Turnover Summary The number of job openings changed little at 8.1 Over the month, both the number of hires and total separations were little changed at 5.8 Note: The difference between JOLTS hires and separations is similar to the CES (payroll survey) net jobs headline numbers. million and 5.4

Numbers 80

Numbers Economy Marketing Marketing 80

Calculated Risk

JANUARY 4, 2023

From the BLS: Job Openings and Labor Turnover Summary The number of job openings was little changed at 10.5 Over the month, the number of hires and total separations changed little at 6.1 Note: The difference between JOLTS hires and separations is similar to the CES (payroll survey) net jobs headline numbers. million and 5.9

Numbers 142

Numbers Economy Marketing Marketing 142