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. This data is as of July 31st.

Economy 144

Economy Transportation Numbers Sales 144

The Big Picture

NOVEMBER 1, 2023

I am not sure if they quite recognize the potential damage they are doing to the economy. Lack of Single Family Homes : We’ve discussed this before most notably in 2021, but home builders have wildly underbuilt the number of houses relative to population growth following the financial crisis (GFC).

Food 317

Food Economy Numbers Sales 317

The Big Picture

APRIL 10, 2023

Fundamental changes are taking place in the labor economy, especially within the service sector. Immigrants used to fill the gap but we seem to have reduced the total number of legal immigrants over the past decade (some recent data suggests that’s improving). The post Help Wanted! appeared first on The Big Picture.

Retail 320

Retail Food Manufacturing Economy 320

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. And what you saw in 2021 and 2022 is transitory inflation that got us to 9 percent on CPI. It’s a number that’s put out every Thursday for the previous week.

Numbers 288

Numbers Insurance Economy Marketing 288

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. This data is as of August 21st.

Economy 119

Economy Transportation Numbers Sales 119

The Big Picture

MARCH 6, 2024

And THAT is what led to the giant inflation spike of 2021 and 22. So, the Fed needs to have a sense of where things are headed with inflation — because rates are a tool that takes a little bit for it to work its way through the economy. It was a kind of slow burn on the economy. On its way up to just about 9%.

Economy 279

Economy Communication Food Consulting 279

The Big Picture

JANUARY 18, 2023

Today, the Producer Price Index and Consumer Retail Sales both showed the economy is decelerating and not on an inflation-adjusted basis. There is not a lot the Fed can do to increase the number of workers, create more single-family homes, end the Russian war in Ukraine, produce more semiconductors, or untangle snarled supply chains.

Economics 312

Economics Retail Economy Banking 312

The Big Picture

MAY 8, 2023

The problem is that most of the time, those are bad reasons… Source: Irrelevant Investor Previously : One-Sided Markets (September 29, 2021) Is Partisanship Driving Consumer Sentiment? Consider : – Unemployment at 3.4%

Banking 321

Banking Media Marketing Marketing 321

The Big Picture

JULY 26, 2023

It is one of those round numbers that people just kinda made up and started with for no apparent reason. But the 2% inflation target is LITERALLY a random number 2 that originated in New Zealand in the 1980s. The economy was sluggish, job creation as weak, consumer spending was soft. Their PTSD is palpable.

Economy 246

Economy Economics Numbers Banking 246

The Big Picture

AUGUST 1, 2023

After a monstrous 68% recovery from the March 2020 pandemic low, and another nearly 30% gain in 2021, markets decided to have one of their all-too-regular spasms. Were you a late FOMO buyer in 2021? are fast-growing, highly profitable key players in the modern economy. Blame whatever you want – Too far, too fast? End of ZIRP?

Economics 246

Economics Valuation Marketing Marketing 246

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. This data is as of October 23rd.

Economy 106

Economy Transportation Numbers Sales 106

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. This data is as of October 30th.

Economy 105

Economy Transportation Numbers Sales 105

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. This data is as of August 28th.

Economy 105

Economy Transportation Numbers Sales 105

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. This data is as of November 13th.

Economy 98

Economy Transportation Numbers Sales 98

Mish Talk

DECEMBER 16, 2022

Early Benchmark Methodology Preliminary (not-yet-benchmarked) state employment estimates from the Bureau of Labor Statistics (BLS) continue to be subject to significant revisions around turning points in the economy. The QCEW data for October, November, and December 2021 were released on June 8, 2022. Q&A What's Going On?

Food 361

Food Sales Economics Retail 361

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. This data is as of October 15th.

Economy 97

Economy Transportation Numbers Sales 97

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. This data is as of December 25th.

Economy 98

Economy Transportation Numbers Sales 98

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. This data is as of December 4th.

Economy 98

Economy Transportation Numbers Sales 98

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. This data is as of October 8th.

Economy 98

Economy Transportation Numbers Sales 98

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. This data is as of August 14th.

Economy 98

Economy Transportation Numbers Sales 98

The Big Picture

MARCH 3, 2023

2 The current move from 2021 highs is shown in red. Meaning, you do not get the 8-10% long-term gains without living through a significant number of market events, ranging from cyclical drawdowns to longer secular bear markets, and full-on crashes.

Marketing 336

Marketing Marketing Economics Portfolio 336

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. This data is as of November 27th.

Economy 94

Economy Transportation Numbers Sales 94

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. This data is as of July 24th.

Economy 98

Economy Transportation Numbers Sales 98

Calculated Risk

NOVEMBER 3, 2023

railroads averaged 499,331 per week in October 2023, the most for any month since June 2021 — a span of 28 months. Part of the increase relates to intermodal seasonality and concerns over Panama Canal capacity, but part also reflects an economy that remains resilient. Carloads in 2021, 2022 and 2022: Total originated carloads on U.S.

Economy 75

Economy Numbers 75

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. This data is as of December 18th.

Economy 92

Economy Transportation Numbers Sales 92

Carson Wealth

MAY 20, 2024

April inflation data confirmed there is no need to panic about the first-quarter numbers. Despite the path of the economy, inflation, the election, geopolitics, or the Fed’s actions, what matters at the end of the day is what markets do. That’s the slowest pace since August 2021 and not far above the 2018-2019 average of 3.6%.

Numbers 97

Numbers Marketing Marketing Insurance 97

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. This data is as of December 11th.

Economy 90

Economy Transportation Numbers Sales 90

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. This data is as of November 20th.

Economy 86

Economy Transportation Numbers Sales 86

The Big Picture

JULY 27, 2023

Commercial real estate market is big, diverse, and highly regional, valued at about $20 trillion (Q2 2021). That number has now reached nearly 32%. Her new book is Crash Landing: The Inside Story of How the World’s Biggest Companies Survived an Economy on the Brink.

Food 243

Food Economy Banking Numbers 243

Mish Talk

DECEMBER 21, 2022

months in November 2021. from November 2021 ($358,200), as prices rose in all regions. All-cash sales accounted for 26% of transactions in November – identical to October and up from 24% in November 2021. We have never seen such numbers outside a recession. Unsold inventory sits at a 3.3-month Existing Home Sales Supply.

Sales 167

Sales Economics Retail Economy 167

Calculated Risk

JANUARY 12, 2023

2) Employment: The economy added 4.5 million jobs added in 2021. 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.

Economy 94

Economy Economics Sales Numbers 94

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. This data is as of October 2nd.

Economy 75

Economy Transportation Numbers Sales 75

Nationwide Financial

JANUARY 24, 2023

Historical impact of pandemics on the economy Historically, health pandemics have caused significant shocks to the U.S. The supply shock component of the pandemic has the largest impact on inflation as the productive capacity of the economy falls. percent in mid-2021. percent in mid-2021.

Economy 119

Economy Economics Government Transportation 119

Walkner Condon Financial Advisors

JANUARY 30, 2024

One definition , according to a speech delivered by Tom Barkin, the President of the Federal Reserve Bank of Richmond, is “where inflation completes its journey back to normal levels while the economy stays healthy”. One might then wonder 1) what are normal inflation levels and 2) what defines a healthy economy. during this period.

Economy 75

Economy Financial Advisor Banking Economics 75

Calculated Risk

APRIL 13, 2023

There will be plenty of "gray hairs" walking around in 2030, but the key for the economy is the population in the prime working age group is now increasing. And below is a table showing the ten most common ages in 2010, 2021, and 2030 (projections are from the Census Bureau, 2017 ). And this is a positive for the economy.

Economy 145

Economy Numbers 145

Carson Wealth

JUNE 10, 2024

May job growth surprised to the upside with the economy adding a robust 272,000 jobs. How the consumer is tapped out, the economy is headed for a recession, only a few stocks are going up, and so on endlessly. We didn’t even see significant revisions to March and April payroll numbers, and the 3-month average now sits at 249,000.

Marketing 143

Marketing Marketing Economy Numbers 143

MarketWatch

MAY 23, 2023

The components include FBAR filters, which will be designed and made in a number of U.S. economy over a five-year span that began in 2021. economy,” he noted. cities, including Fort Collins, Colo. Apple will “continue to deepen our investments in the U.S.

Economy 97

Economy Numbers Investments Investing 97