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 This series started in December 2000. The number of job openings (black) were down 20% year-over-year. million and 5.9 million) increased.

Numbers 144

Numbers Economy Marketing Marketing 144

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 This series started in December 2000. The number of job openings (black) were down 14% year-over-year. million and 5.9 million from 10.3

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 This series started in December 2000. Note: The difference between JOLTS hires and separations is similar to the CES (payroll survey) net jobs headline numbers.

Numbers 133

Numbers Economy Marketing Marketing 133

The Big Picture

FEBRUARY 14, 2024

But not only did he turn out to be right, by 2000, the move was 1000%. So what were the numbers like after World War 1 and after World War 2? Jeff Hirsch : The numbers, it was about just around 500 percent, 517%, 521%, right in the just over 500%. A 500% move in the stock market. In fact, it was fairly widely mocked.

Marketing 306

Marketing Marketing Government Numbers 306

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 This series started in December 2000. The number of job openings (black) were down 6% year-over-year. Bureau of Labor Statistics reported today.

Numbers 138

Numbers Economy Marketing Marketing 138

MarketWatch

MARCH 24, 2023

Known for Moore’s Law — or the idea that the number of transistors in a chip will roughly double every two years — Moore served a variety of executive roles at the chip maker, and retired from the company in 2006. In 2000, he and his wife established the Gordon and Betty Moore Foundation in 2000.

Retirement 98

Retirement Numbers Marketing Marketing 98

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 This series started in December 2000. The number of job openings (black) were down 4% year-over-year. million and 5.9

Numbers 142

Numbers Economy Marketing Marketing 142

Calculated Risk

FEBRUARY 24, 2023

The number of delinquent properties, but not in foreclosure, is down 289,000 properties year-over-year, and the number of properties in the foreclosure process is up 48,000 properties year-over-year. in January compared to December and decreased 15% year-over-year. Black Knight reported the U.S.

Numbers 131

Numbers Sales Marketing Marketing 131

Calculated Risk

NOVEMBER 1, 2022

From the BLS: Job Openings and Labor Turnover Summary The number of job openings increased to 10.7 The number of hires edged down to 6.1 This series started in December 2000. Note: The difference between JOLTS hires and separations is similar to the CES (payroll survey) net jobs headline numbers. million) edged down.

Numbers 140

Numbers Economy Marketing Marketing 140

Calculated Risk

MARCH 6, 2024

From the BLS: Job Openings and Labor Turnover Summary he number of job openings changed little at 8.9 Over the month, the number of hires and total separations were little changed at 5.7 This series started in December 2000. The number of job openings (black) were down 15% year-over-year. million and 5.3 million from 8.89

Numbers 67

Numbers Economy Marketing Marketing 67

Calculated Risk

APRIL 30, 2024

This survey might show the trend, but I wouldn't rely on the absolute numbers. The Red dots are the decennial Census homeownership rates for April 1st, 1990, 2000, 2010, and 2020. Once again - this probably shows the general trend, but I wouldn't rely on the absolute numbers. percent for rental housing and 0.8 in Q1, from 65.7%

Numbers 64

Numbers Media Sales 64

Calculated Risk

OCTOBER 4, 2022

From the BLS: Job Openings and Labor Turnover Summary The number of job openings decreased to 10.1 This series started in December 2000. 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 5% year-over-year.

Numbers 133

Numbers Economy Marketing Marketing 133

Calculated Risk

JANUARY 3, 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 decreased to 5.5 This series started in December 2000. The number of job openings (black) were down 18% year-over-year. Bureau of Labor Statistics reported today.

Numbers 67

Numbers Economy Marketing Marketing 67

Mish Talk

DECEMBER 7, 2022

Other than 2000 and 2020 there is not much lead time between the time industrial production peaks and recession starts. The current numbers by themselves do not indicate much of anything but they are one of the items the NBER will use in arrears to determine if a recession has started. The chart is through October.

Manufacturing 130

Manufacturing Numbers Economics 130

Calculated Risk

APRIL 4, 2023

From the BLS: Job Openings and Labor Turnover Summary The number of job openings decreased to 9.9 Over the month, the number of hires and total separations changed little at 6.2 This series started in December 2000. The number of job openings (black) were down 14% year-over-year. Bureau of Labor Statistics reported today.

Numbers 98

Numbers Economy Marketing Marketing 98

Calculated Risk

OCTOBER 31, 2023

This survey might show the trend, but I wouldn't rely on the absolute numbers. The Red dots are the decennial Census homeownership rates for April 1st, 1990, 2000, 2010, and 2020. Once again - this probably shows the general trend, but I wouldn't rely on the absolute numbers. percent for rental housing and 0.8 in Q3, from 65.9%

Numbers 113

Numbers Media 113

Calculated Risk

OCTOBER 3, 2023

From the BLS: Job Openings and Labor Turnover Summary The number of job openings increased to 9.6 Over the month, the number of hires and total separations changed little at 5.9 This series started in December 2000. The number of job openings (black) were down 6% year-over-year. Bureau of Labor Statistics reported today.

Numbers 72

Numbers Economy Marketing Marketing 72

Calculated Risk

APRIL 21, 2023

The number of delinquent properties, but not in foreclosure, is down 209,000 properties year-over-year, and the number of properties in the foreclosure process is up 31,000 properties year-over-year. in Washington to 21.5%

Numbers 144

Numbers Sales Taxes 144

Calculated Risk

NOVEMBER 1, 2023

From the BLS: Job Openings and Labor Turnover Summary The number of job openings changed little at 9.6 Over the month, the number of hires and total separations changed little at 5.9 This series started in December 2000. The number of job openings (black) were down 12% year-over-year. million and 5.5 million from 9.50

Numbers 64

Numbers Economy Marketing Marketing 64

Calculated Risk

OCTOBER 6, 2023

The headline jobs number in the September employment report was well above expectations, and employment for the previous two months was revised up by 119,000, combined. Part Time for Economic Reasons From the BLS report : " The number of persons employed part time for economic reasons, at 4.1 million, changed little in September.

Numbers 116

Numbers Economics Manufacturing 116

Calculated Risk

JANUARY 5, 2024

The headline jobs number in the December employment report was above expectations, however employment for the previous two months was revised down by 71,000, combined. Part Time for Economic Reasons From the BLS report : " The number of persons employed part time for economic reasons, at 4.2 million from 3.99 million in November.

Retail 112

Retail Numbers Economics Manufacturing 112

Calculated Risk

DECEMBER 8, 2023

The headline jobs number in the November employment report was at expectations, however employment for the previous two months was revised down by 35,000, combined. Part Time for Economic Reasons From the BLS report : " The number of persons employed part time for economic reasons decreased by 295,000 to 4.0 million in November.

Retail 118

Retail Numbers Economics Manufacturing 118

Calculated Risk

MAY 3, 2023

This survey might show the trend, but I wouldn't rely on the absolute numbers. The Red dots are the decennial Census homeownership rates for April 1st, 1990, 2000 and 2010. Once again - this probably shows the general trend, but I wouldn't rely on the absolute numbers. National vacancy rates in the first quarter 2023 were 6.4

Numbers 116

Numbers Media 116

Calculated Risk

OCTOBER 4, 2023

percent – the highest rate since 2000,” said Joel Kan, MBA’s Vice President and Deputy Chief Economist. “As The purchase market slowed to the lowest level of activity since 1995 , as the rapid rise in rates pushed an increasing number of potential homebuyers out of the market.

Numbers 129

Numbers Marketing Marketing 129

The Big Picture

SEPTEMBER 14, 2022

If anybody would like a slightly used Exercycle, please call (212) 555-2000. Bobs News tracked down the original via the Internet Archive to The Weekly Standard, Volume 3, Number 31 (April 20, 1998). Microsoft was up 1/4. Dell was down 1/8. Motorola was down 2. Exxon was up 3 1/8. Ford was up 1/2. Germany is invading Belgium.

Marketing 339

Marketing Marketing Financial Services Accounting 339

Calculated Risk

JUNE 26, 2023

Here is a mid-year look at four indicators: -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. The 4-week average of the occupancy rate is at the median rate for the period 2000 through 2022 (Blue). I stopped the weekly updates of high frequency indicators at the end of 2022.

Transportation 139

Transportation Numbers Sales 139

Calculated Risk

AUGUST 2, 2023

This survey might show the trend, but I wouldn't rely on the absolute numbers. The Red dots are the decennial Census homeownership rates for April 1st, 1990, 2000, 2010, and 2020. Once again - this probably shows the general trend, but I wouldn't rely on the absolute numbers. percent for rental housing and 0.7 in Q2, from 66.0%

Numbers 97

Numbers Media 97

Calculated Risk

APRIL 27, 2024

This graph shows the nominal seasonally adjusted National Index, Composite 10 and Composite 20 indexes through the most recent report (the Composite 20 was started in January 2000). The number of job openings (black) were down 11% year-over-year in February. The consensus is for a 6.7% 9:00 AM: FHFA House Price Index for February.

Manufacturing 108

Manufacturing Sales Government Numbers 108

Calculated Risk

NOVEMBER 3, 2023

The headline jobs number in the October employment report was below expectations, and employment for the previous two months was revised down by 101,000, combined. Part Time for Economic Reasons From the BLS report : " The number of persons employed part time for economic reasons, at 4.3 million, changed little in October.

Retail 127

Retail Numbers Economics Manufacturing 127

Calculated Risk

SEPTEMBER 25, 2023

Here is a late September look at four indicators: -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. The 4-week average of the occupancy rate is tracking just below last year, and slightly above the median rate for the period 2000 through 2022 (Blue). This data is as of September 24th.

Transportation 121

Transportation Numbers Sales 121

Calculated Risk

JANUARY 30, 2024

This survey might show the trend, but I wouldn't rely on the absolute numbers. The Red dots are the decennial Census homeownership rates for April 1st, 1990, 2000, 2010, and 2020. Once again - this probably shows the general trend, but I wouldn't rely on the absolute numbers. percent for rental housing and 0.9 in Q4, from 66.0%

Numbers 72

Numbers Media Sales 72

Calculated Risk

FEBRUARY 2, 2024

The headline jobs number in the January employment report was well above expectations, and November and December payrolls were revised up by 126,000 combined. Part Time for Economic Reasons From the BLS report : " In January, the number of people employed part time for economic reasons, at 4.4 Including revisions: The 3.06

Numbers 83

Numbers Economics Manufacturing 83

Calculated Risk

AUGUST 30, 2022

From the BLS: Job Openings and Labor Turnover Summary The number of job openings was little changed at 11.2 This series started in December 2000. 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 up 4% year-over-year.

Numbers 87

Numbers Economy Marketing Marketing 87

The Big Picture

AUGUST 24, 2023

Previously : “No matter how you cut it, you’ve got to own Cisco” -2000 (May 15, 2023) Can Anyone Catch Nokia? Don’t get me wrong, Apple is sure to gain smartphone share quickly, and its iPhone is so new that it didn’t even register in the spring numbers. This serves us very poorly as investors.

Media 246

Media Numbers Investing Investments 246

Calculated Risk

AUGUST 29, 2023

From the BLS: Job Openings and Labor Turnover Summary The number of job openings edged down to 8.8 Over the month, the number of hires and total separations changed little at 5.8 This series started in December 2000. The number of job openings (black) were down 22% year-over-year. million and 5.5 million, respectively.

Numbers 52

Numbers Economy Marketing Marketing 52

Calculated Risk

MARCH 8, 2024

The headline jobs number in the February employment report was above expectations; however, December and January payrolls were revised down by 167,000 combined. Part Time for Economic Reasons From the BLS report : " The number of people employed part time for economic reasons, at 4.4 million, changed little in February. million from 4.42

Numbers 61

Numbers Economics Manufacturing 61

The Big Picture

AUGUST 1, 2023

but the giveback off the highs was substantial: S&P 500 was down ~23%, Russell 2000 was off 27%, and the Nasdaq 100 came down 32%. Some folks who are more familiar with the numbers than I have suggested it will not be pretty. Blame whatever you want – Too far, too fast? End of ZIRP? Too rapid rate increases? –

Economics 246

Economics Valuation Marketing Marketing 246