Calculated Risk

JANUARY 23, 2023

million Total Housing Completions in 2022 including Manufactured Homes; Most Since 2007 Excerpt: Although total housing starts decreased 3.0% Construction delays impacted completions in 2022, and that left a record number of housing units under construction. Today, in the CalculatedRisk Real Estate Newsletter: 1.51

Manufacturing 105

Manufacturing Numbers 105

Abnormal Returns

DECEMBER 31, 2023

(marginalrevolution.com) Global Home ownership is out of reach for an increasing number of Australians. bonddad.blogspot.com) The American manufacturing economy is bumping along. bbc.com) Belarus is complicit in the abduction of Ukrainian children. npr.org) Human population may soon peak.

Financial Advising 282

Financial Advising Medical Economy Economics 282

Nerd's Eye View

OCTOBER 4, 2023

People often talk about "the economy" as a single entity whose parts move in unison, with a small number of key indicators (such as GDP, the unemployment rate, and inflation) moving reliably in relation to each other. manufacturing sector, by the measures of employment and service prices, has been in a recession for nearly 12 months.

Valuation 238

Valuation Economics Economy Marketing 238

Abnormal Returns

MARCH 20, 2024

amycastor.com) Companies It's hard to wrap your head around the numbers with Nvidia's ($NVDA) new chips. bloomberg.com) Ukraine is trying to boost its own weapons manufacturing. (capitalspectator.com) Crypto Promises of a lower expense ratio are not preventing outflows from the Grayscale Bitcoin Trust ($GBTC).

Financial Advising 251

Financial Advising Startup Valuation Economy 251

Abnormal Returns

MARCH 15, 2023

on.ft.com) Free streaming numbers are moving up and to the right. washingtonpost.com) Economy The economy is on the verge of a manufacturing recession. (wsj.com) The bond market reversal caught a lot of managed futures funds offsides. rcmalternatives.com) Why Treasury bonds are not risk-free.

Financial Advising 246

Financial Advising Media Banking Risk Management 246

Nerd's Eye View

NOVEMBER 3, 2023

Among other measures, the proposal would amend the current 5-part test that determines fiduciary status for retirement accounts by defining as a fiduciary act a one-time recommendation to roll funds from a company retirement plan to an Individual Retirement Account (IRA), strengthen advice standards for independent insurance professionals, apply to (..)

Financial Planner 243

Financial Planner Retirement Planning Retirement Insurance 243

The Big Picture

NOVEMBER 4, 2023

By engineering and reprogramming our own cells, we may be able to cure cancer, manufacture drugs inside our body, regenerate organs, and even reverse aging. He is the author of the new book, “ Number Go Up: Inside Crypto’s Wild Rise and Staggering Fall.” But it’s not clear why these seas exist at all.

Medicine 303

Medicine Startup Engineering Manufacturing 303

Calculated Risk

JANUARY 23, 2024

million Total Housing Completions in 2023 including Manufactured Homes; Most Since 2007 Excerpt: Although total housing starts decreased 9.0% Construction delays impacted completions in 2023, and that left a near record number of housing units under construction. Today, in the CalculatedRisk Real Estate Newsletter: 1.54

Manufacturing 96

Manufacturing Numbers 96

The Big Picture

MAY 5, 2023

Rather than accept the volatility of month-to-month economic datapoints — NFP, Consumer Spending, Manufacturing, Inflation, etc. Instead, there is a tendency to put too much weight onto the numbers themselves, encouraging a variety of changes and modifications to portfolios due to whatever the latest data suggests.

Economics 363

Economics Financial Planning Manufacturing Numbers 363

The Big Picture

SEPTEMBER 26, 2022

manufacturing is experiencing a rebound, with companies adding workers amid high consumer demand for products. ( Why Jack Welch Wouldn’t Cut It Today : Bill George, a legendary CEO in his own right, says good quarterly numbers aren’t necessarily indicative of strong leadership. . • Factory Jobs Are Booming Like It’s the 1970s : U.S.

Engineering 306

Engineering Economy Manufacturing Retirement 306

The Big Picture

APRIL 21, 2023

And the current S&P Global PMI numbers serve to reinforce the PoV narrative. Manufacturing firms? makes for a difficult argument that there is a disincentive to continue finding that elasticity breaking point. And P&G does not appear to have found it yet. Pushing price. Services firms? Pushing price.

Economy 328

Economy Banking Manufacturing Management 328

Abnormal Returns

DECEMBER 2, 2024

The TSA screened a record number of passengers on Sunday. awealthofcommonsense.com) The November ISM manufacturing index remains weak-ish. reuters.com) America loves the Macy's Thanksgiving Day Parade. hollywoodreporter.com) 'Moana 2' just had the biggest five-day opening in history.

Communication 159

Communication Manufacturing Media Banking 159

The Big Picture

APRIL 10, 2023

This is most notable in various career choices, ranging from food service to retail to construction and manufacturing. 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!

Retail 320

Retail Food Manufacturing Economy 320

Calculated Risk

NOVEMBER 3, 2022

. • ISM Surveys: Note that the ISM services are diffusion indexes based on the number of firms hiring (not the number of hires). The ISM® manufacturing employment index increased in October to 50.0%, down from 48.7% This would suggest 20,000 jobs lost in manufacturing. last month. last month. .

Retail 140

Retail Numbers Manufacturing 140

Mish Talk

DECEMBER 16, 2022

But overall employment (the total number of people working is stagnant. In case you missed it, please note The Fed's Industrial Production Report is a Disaster, Cyclical Data Signals Recession Clean Sweep for Cyclicals Manufacturing Durable Goods: -3.79 Percent Manufacturing: -0.61 Q&A What's Going On? But hooray!

Food 361

Food Sales Economics Retail 361

Trade Brains

FEBRUARY 18, 2024

Craftsman Automation : India is increasingly becoming a focal point for global manufacturing, drawing attention from boardrooms worldwide. Automotive Powertrain In Automotive Powertrain, Craftsman Automation is a top manufacturer of automotive powertrain parts. With a PE ratio of 29.1, compared to the industry’s 33.5,

Manufacturing 59

Manufacturing Engineering Pharmaceutical Government 59

Abnormal Returns

APRIL 13, 2024

theconversation.com) The number of solar power sites using sheep to graze the grass are on the rise. techcrunch.com) America needs more workers interested in semiconductor manufacturing. (theverge.com) Energy We need a bigger, better grid. nytimes.com) Why not scale up geothermal energy?

Media 255

Media Financial Advising Food Education 255

Calculated Risk

AUGUST 24, 2022

In February 2023, the payroll numbers will be revised up to reflect the final estimate. The number is then "wedged back" to the previous revision (March 2021). Construction was revised up by 62,000 jobs, and manufacturing revised up by 22,000 jobs.

Taxes 143

Taxes Manufacturing Numbers Insurance 143

Abnormal Returns

SEPTEMBER 3, 2024

entrylevel.topdowncharts.com) Strategy Analysts focus on these market numbers, you don't have to. apolloacademy.com) Economy Where manufacturing and construction stand. Markets How major asset classes performed in August 2024. entrylevel.topdowncharts.com) REITs have stopped going down. ft.com) Russia's military actively uses Telegram.

Financial Advising 146

Financial Advising Startup Budgeting Manufacturing 146

Calculated Risk

AUGUST 5, 2022

The headline jobs number in the July employment report was well above expectations, and employment for the previous two months was revised up by 28,000, combined. Manufacturing added 30 thousand jobs and is now 41 thousand above the pre-pandemic level. Earlier: July Employment Report: 528 thousand Jobs, 3.5% million jobs.

Numbers 145

Numbers Economics Manufacturing 145

Abnormal Returns

JULY 29, 2023

bloomberg.com) GM ($GM) is struggling on the battery manufacturing front. modernfarmer.com) Herbal supplement Kratom is blamed for causing a number of deaths. (reuters.com) Long term Tesla ($TSLA) owners still love their vehicles. bloomberg.com) EVs A consortium of automakers is planning to build out a U.S. charging network.

Financial Advising 246

Financial Advising Transportation Startup Food 246

Calculated Risk

SEPTEMBER 14, 2024

For manufacturing, August Industrial Production, and the September New York and Philly Fed surveys will be released this week. The FOMC meets this week and is expected to cut rates. -- Monday, September 16th -- 8:30 AM ET: The New York Fed Empire State manufacturing survey for September. The consensus is for a reading of -4.0,

Retail 124

Retail Manufacturing Sales Food 124

Nerd's Eye View

JANUARY 3, 2024

While the manufacturing sector (which makes up 'only' 8% of the U.S. Businesses are also feeling the pinch from higher interest rates, as November saw a rapid increase in the number of Chapter 11 commercial bankruptcies. As has been the case for several quarters, the prevailing characteristic remains a "tale of 2 economies".

Economics 240

Economics Marketing Marketing Economy 240

The Irrelevant Investor

AUGUST 16, 2022

Today’s Animal Spirits is brought to you by YCharts: See here for YCharts Highlights, Lowlights, and insights from 1H 2022 On today’s show we discuss: Michael’s Instagram was hacked AQRs New Rules of Diversification JPMs Guide to the Markets Is labor hoarding causing the low layoff numbers?

Manufacturing 115

Manufacturing Numbers Marketing Marketing 115

Calculated Risk

MAY 3, 2024

The headline jobs number in the April employment report was below expectations, and February and March payrolls were revised down by 22,000 combined. Manufacturing employment increased 8 thousand and is now 181 thousand above the pre-pandemic level. The number of persons working part time for economic reasons increased in April to 4.47

Numbers 127

Numbers Economics Manufacturing 127

Calculated Risk

JUNE 7, 2024

The headline jobs number in the May employment report was well above expectations, however March and April payrolls were revised down by 15,000 combined. Manufacturing employment increased 8 thousand and is now 185 thousand above the pre-pandemic level. The number of persons working part time for economic reasons decreased in May to 4.42

Numbers 127

Numbers Economics Manufacturing 127

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. Manufacturing employment was unchanged and is now 176 thousand above the pre-pandemic level. The number of persons working part time for economic reasons decreased in March to 4.31

Numbers 127

Numbers Economics Manufacturing 127

Calculated Risk

JANUARY 6, 2023

The headline jobs number in the December employment report was above expectations, however employment for the previous two months was revised down by 28,000, combined. Manufacturing added 8 thousand jobs and is now 149 thousand above the pre-pandemic level. Earlier: December Employment Report: 223 thousand Jobs, 3.5% million jobs.

Retail 145

Retail Numbers Economics Manufacturing 145

Calculated Risk

FEBRUARY 3, 2023

The headline jobs number in the January employment report was well above expectations, and employment for the previous two months was revised up by 71,000, combined. Manufacturing added 19 thousand jobs and is now 214 thousand above the pre-pandemic level. With revisions: The 4.81 million jobs. million, was little changed in January.

Numbers 145

Numbers Economics Manufacturing 145

Calculated Risk

MAY 5, 2023

The headline jobs number in the April employment report was above expectations, however employment for the previous two months was revised down by 149,000, combined. Manufacturing employment increased 11 thousand jobs and is now 206 thousand above the pre-pandemic level. Earlier: April Employment Report: 253 thousand Jobs, 3.4%

Numbers 144

Numbers Economics Manufacturing 144

Calculated Risk

NOVEMBER 4, 2022

The headline jobs number in the October employment report was above expectations, and employment for the previous two months was revised up by 29,000, combined. Manufacturing added 32 thousand jobs and is now 137 thousand above the pre-pandemic level. The participation rate decreased, and the unemployment rate increased to 3.7%.

Retail 141

Retail Numbers Economics Manufacturing 141

Calculated Risk

AUGUST 2, 2024

The headline jobs number in the July employment report was below expectations, and May and June payrolls were revised down by 29,000 combined. Manufacturing employment increased 1 thousand and is now 173 thousand above the pre-pandemic level. The number of persons working part time for economic reasons increased in July to 4.57

Numbers 127

Numbers Economics Manufacturing 127

Calculated Risk

SEPTEMBER 6, 2023

Manufacturing contacts in several Districts also noted that supply chain delays improved, and that they were better able to meet existing orders. New orders were stable or declined in most Districts, and backlogs shortened as demand for manufactured goods waned.

Manufacturing 119

Manufacturing Transportation Retail Sales 119

Calculated Risk

JULY 27, 2024

Other key reports include Case-Shiller house prices for May, ISM manufacturing index and July vehicle sales. 10:00 AM: ISM Manufacturing Index for July. The key report this week is the July employment report. Jobs openings increased in May to 8.14 million from 7.92 million in April. The consensus is for the ISM to be at 49.0,

Manufacturing 118

Manufacturing Sales Government Numbers 118

Calculated Risk

APRIL 27, 2024

10:00 AM ET: ISM Manufacturing Index for April. The number of job openings (black) were down 11% year-over-year in February. Other key reports include February Case-Shiller house prices, April vehicle sales, and the March trade balance. The FOMC meets this week and no change to policy is expected. down from 50.3 million from 8.75

Manufacturing 116

Manufacturing Sales Government Numbers 116

Calculated Risk

JULY 7, 2023

The headline jobs number in the June employment report was at expectations, however, employment for the previous two months was revised down by 110,000, combined. Manufacturing employment increased 7 thousand jobs and is now 204 thousand above the pre-pandemic level. Leisure and hospitality gained 21 thousand jobs in June.

Numbers 126

Numbers Economics Manufacturing 126

Calculated Risk

OCTOBER 4, 2024

The headline jobs number in the September employment report was well above expectations, and July and August payrolls were revised up by 72,000 combined. Manufacturing employment decreased 7 thousand and is now 137 thousand above the pre-pandemic level. Earlier: September Employment Report: 254 thousand Jobs, 4.1% million in September.

Numbers 122

Numbers Economics Manufacturing 122