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Question #2 for 2024: How much will job growth slow in 2024? Or will the economy lose jobs?

Calculated Risk

2) Employment: Through November 2023, the economy added 2.6 Or will the economy lose jobs? The bad news - for job growth - is that a combination of a slowing economy, demographics and a labor market near full employment suggests fewer jobs will be added in 2024. Or will the economy lose jobs? million jobs in 2023.

Economy 112
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The Housing Bubble and Mortgage Debt as a Percent of GDP

Calculated Risk

Today, in the Calculated Risk Real Estate Newsletter: The Housing Bubble and Mortgage Debt as a Percent of GDP A brief excerpt: In a 2005 post , I included a graph of household mortgage debt as a percent of GDP. First, from February 2005 (18 years ago!): wouldn't take a RE bust to impact the general economy.

Economy 102
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U.S. Courts: Bankruptcy Filings Increase 17 Percent in 2023; 42% Below Pre-Pandemic Levels

Calculated Risk

Bankruptcies fell especially sharply after the pandemic began in early 2020, despite some COVID-related disruptions to the economy. The sharp decline in 2006 was due to the so-called "Bankruptcy Abuse Prevention and Consumer Protection Act of 2005". Click on graph for larger image.

Economy 128
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The Housing Bubble and Mortgage Debt as a Percent of GDP

Calculated Risk

In a 2005 post , I included a graph of household mortgage debt as a percent of GDP. First, from February 2005 (19 years ago!): It wouldn't take a RE bust to impact the general economy. Just a slowdown in both volume (to impact employment) and in prices (to slow down borrowing) might push the general economy into recession.

Economy 59
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10 Wednesday AM Reads

The Big Picture

dollar is the strongest it has been in a generation, devaluing currencies around the world and unsettling the outlook for the global economy as it upends everything from the cost of a vacation abroad to the profitability of multinational companies. ( . • The Dollar Is Extremely Strong, Pushing Down the World : The value of the U.S.

Numbers 267
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Market Commentary: Good News Is Good News

Carson Wealth

Strong economic growth and better data should be viewed positively, as it shows the economy isn’t falling into a recession. The economy ran above trend last year, despite high interest rates. Economy: This Time Was Different, and That’s a Big Deal The U.S. economy grew 5.8% And that is what is happening now.

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Market Commentary: S&P 500 Tops 5,000. What’s Next?

Carson Wealth

But now we have a healthy economy, well-contained inflation, a Federal Reserve set to cut rates, improving productivity, record earnings, and stocks at all-time highs. As we wrote in our 2024 Outlook, “Seeing Eye to Eye” ( download here ), productivity growth is a game-changer for the economy. equities in particular.