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. Part Time for Economic Reasons From the BLS report : " The number of people employed part time for economic reasons, at 4.3 This is down from the record high in April 2020 of 23.0%

Numbers 125

Numbers Economics Manufacturing 125

Abnormal Returns

DECEMBER 8, 2023

economist.com) Some 2023 books that stuck with Ezra Klein including Zeke Faux’s “Number Go Up.” bonddad.blogspot.com) 5 million more Americans are working now than in January 2020. (theatlantic.com) The best books of 2023 including "The Kingdom, the Power, and the Glory American Evangelicals in an Age of Extremism" by Tim Alberta.

Financial Advising 247

Financial Advising Media Economy Economics 247

Brown Advisory

JANUARY 28, 2021

2020 Impact Report: Sustainable Core Fixed Income Strategy ajackson Thu, 01/28/2021 - 12:56 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing. Enclosed is our 2020 Impact Report for the Sustainable Core Fixed Income strategy.

Portfolio Management 52

Portfolio Management Portfolio Clients Investing 52

Brown Advisory

JANUARY 28, 2021

2020 Impact Report: Sustainable Core Fixed Income Strategy. For a number of our sustainable investment strategies, we issue formal reports each year to keep clients informed about how those strategies are generating positive impact. Enclosed is our 2020 Impact Report for the Sustainable Core Fixed Income strategy.

Portfolio Management 52

Portfolio Management Portfolio Clients Investing 52

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 109

Numbers Economy Marketing Marketing 109

The Big Picture

OCTOBER 18, 2022

The four largest drops occurred during distinct periods of economic distress: 1990 (recession), 2006-09 (GFC), 2020 (pandemic/recession), and today (FOMC 300 bp rate hike). The current collapse is to a measure of 25, from a November 2020 peak of 77; the pandemic saw a fall to 13 from 58, and the GFC saw a collapse from 55 to 7.

Budgeting 363

Budgeting Economy Taxes Economics 363

The Big Picture

APRIL 12, 2023

prior month), the big number is not so big: 5.0% over <arch — this was the first decline since September 2020. Over the last 12 months, the all items index increased 5.0 percent before seasonal adjustment. April 2023 ) As much as I want to jump up and down about 0.1% seasonally adjusted (after a 0.4%

Food 350

Food Numbers 350

The Big Picture

APRIL 17, 2023

number is an average across all regions, industries, age groups, etc. December 9, 2022) Sorry, We’re Closed (March 13, 2020) _ 1. I mentioned a few weeks ago how much better Europe ‘s return to office rate was doing versus ours : 90+% RTO, while the USA is ~60%. I cannot speak to Europe, but that U.S. The biggest drag?

Numbers 314

Numbers Clients 314

Brown Advisory

JANUARY 28, 2021

2020 Impact Report: Tax-Exempt Sustainable Fixed Income Strategy ajackson Thu, 01/28/2021 - 15:15 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing. 31, 2020. 31, 2020.

Taxes 52

Taxes Portfolio Management Portfolio Clients 52

Brown Advisory

JANUARY 28, 2021

2020 Impact Report: Tax-Exempt Sustainable Fixed Income Strategy. 31, 2020. 31, 2020. For a number of our sustainable investment strategies, we issue formal reports each year to keep clients informed about how those strategies are generating positive impact. Thu, 01/28/2021 - 15:15. .

Taxes 52

Taxes Portfolio Management Portfolio Clients 52

Brown Advisory

JANUARY 28, 2021

2020 Impact Report: Large-Cap Sustainable Growth Strategy ajackson Thu, 01/28/2021 - 15:09 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing. We reached our strategy’s 10-year anniversary on Dec.

Portfolio Management 52

Portfolio Management Portfolio Clients Investing 52

Brown Advisory

JANUARY 28, 2021

2020 Impact Report: Large-Cap Sustainable Growth Strategy. For a number of our sustainable investment strategies, we issue formal reports each year to keep clients informed about how those strategies are generating positive impact. Thu, 01/28/2021 - 15:09. . A Letter of Introduction From The Portfolio Managers.

Portfolio Management 52

Portfolio Management Portfolio Clients Investing 52

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. At the beginning of the pandemic, in March and April of 2020, leisure and hospitality lost 8.2 million jobs, and are now down 163 thousand jobs since February 2020.

Retail 115

Retail Numbers Economics Manufacturing 115

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 280

Numbers Insurance Economy Marketing 280

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. At the beginning of the pandemic, in March and April of 2020, leisure and hospitality lost 8.2 million jobs, and are now down 158 thousand jobs since February 2020.

Retail 122

Retail Numbers Economics Manufacturing 122

Mish Talk

NOVEMBER 25, 2022

The PMI numbers are diffusion indexes. The overall fall in activity was the second-fastest since May 2020 as inflation, rising borrowing costs and economic uncertainty weighed on demand. November even saw increasing numbers of suppliers, factories and service providers offering discounts to help boost flagging sales.

Economy 290

Economy Manufacturing Numbers Sales 290

Calculated Risk

AUGUST 5, 2022

Today we celebrate the recovery of all the jobs lost in 2020, and the unemployment rate matching the lowest level since 1969. 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. million jobs since February 2020.

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Numbers Economics Manufacturing 145

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 119

Numbers Economy Marketing Marketing 119

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. At the beginning of the pandemic, in March and April of 2020, leisure and hospitality lost 8.2 million jobs, and are now down 369 thousand jobs since February 2020.

Numbers 122

Numbers Economics Manufacturing 122

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. At the beginning of the pandemic, in March and April of 2020, leisure and hospitality lost 8.2 million jobs, and are now down 184 thousand jobs since February 2020.

Numbers 120

Numbers Economics Manufacturing 120

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. At the beginning of the pandemic, in March and April of 2020, leisure and hospitality lost 8.2 million jobs, and are now down 402 thousand jobs since February 2020.

Numbers 144

Numbers Economics Manufacturing 144

Nerd's Eye View

NOVEMBER 15, 2023

government designed a number of small business relief packages to incentivize companies to keep workers on their payrolls. While the ERC is indeed legitimate, determining eligibility is complex largely due to its phased implementation across 4 separate 'phases' spanning most of 2020 and all of 2021.

Clients 230

Clients Taxes Government Startup 230

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. At the beginning of the pandemic, in March and April of 2020, leisure and hospitality lost 8.2 million jobs, and are now down 75 thousand jobs since February 2020.

Numbers 86

Numbers Economics Manufacturing 86

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. At the beginning of the pandemic, in March and April of 2020, leisure and hospitality lost 8.2 million jobs, and are now down 223 thousand jobs since February 2020.

Retail 131

Retail Numbers Economics Manufacturing 131

Calculated Risk

SEPTEMBER 1, 2023

The headline jobs number in the August employment report was at expectations, however, employment for the previous two months was revised down by 110,000, combined. At the beginning of the pandemic, in March and April of 2020, leisure and hospitality lost 8.2 million jobs, and are now down 290 thousand jobs since February 2020.

Numbers 120

Numbers Economics Manufacturing 120

Calculated Risk

OCTOBER 31, 2023

The results of this survey were significantly distorted by the pandemic in 2020. 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. The HVS homeownership rate increased slightly to 66.0%

Numbers 117

Numbers Media 117

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. At the beginning of the pandemic, in March and April of 2020, leisure and hospitality lost 8.2 million jobs, and are now down 495 thousand jobs since February 2020.

Numbers 145

Numbers Economics Manufacturing 145

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. At the beginning of the pandemic, in March and April of 2020, leisure and hospitality lost 8.2 million jobs, and are now down 17 thousand jobs since February 2020.

Numbers 64

Numbers Economics Manufacturing 64

The Big Picture

OCTOBER 9, 2022

JVL wrote, “The course exists for only two purposes: (1) to cull the number of attractive medical school applicants, and (2) to prepare a handful of students for a future in biochemical research.”. ~~~. What purpose does limiting the number of medical students (and therefore physicians) serve? and who made this decision?).

Medical 330

Medical Education Numbers Healthcare 330

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. At the beginning of the pandemic, in March and April of 2020, leisure and hospitality lost 8.2 million jobs, and are now down 932 thousand jobs since February 2020.

Retail 145

Retail Numbers Economics Manufacturing 145

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 115

Numbers Economy Marketing Marketing 115

Nerd's Eye View

DECEMBER 18, 2023

As 2023 comes to a close, I am once again so thankful to all of you, the ever-growing number of readers who continue to regularly visit this Nerd's Eye View Blog (and share the content with your friends and colleagues, which we greatly appreciate!). We recognize (and appreciate!)

Financial Advisor 232

Financial Advisor Numbers 232

Calculated Risk

APRIL 22, 2024

From the MBA: Share of Mortgage Loans in Forbearance Remains at 0.22% in March The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance remained unchanged at 0.22% as of March 31, 2024. million borrowers since March 2020.

Numbers 56

Numbers Planning Portfolio Marketing 56

Calculated Risk

MARCH 10, 2023

The headline jobs number in the February employment report was above expectations, however employment for the previous two months was revised down by 34,000, combined. At the beginning of the pandemic, in March and April of 2020, leisure and hospitality lost 8.2 million jobs, and are now down 410 thousand jobs since February 2020.

Numbers 122

Numbers Economics Manufacturing 122

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. At the beginning of the pandemic, in March and April of 2020, leisure and hospitality lost 8.2 million jobs since February 2020. million jobs since February 2020.

Retail 141

Retail Numbers Economics Manufacturing 141

Calculated Risk

AUGUST 4, 2023

The headline jobs number in the July employment report was slightly below expectations, however, employment for the previous two months was revised down by 49,000, combined. At the beginning of the pandemic, in March and April of 2020, leisure and hospitality lost 8.2 level in February 2020 (pre-pandemic). million from 4.19

Numbers 98

Numbers Economics Manufacturing 98

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