Calculated Risk

SEPTEMBER 7, 2023

The FDIC reported the number of problem banks was unchanged at 43. The number of FDIC-insured institutions declined from 4,672 in first quarter to 4,645 this quarter. The number of banks on the FDIC’s “Problem Bank List” remained unchanged at 43. During the quarter, two banks opened, one bank failed, and 27 institutions merged.

Numbers 182

Numbers Banking Insurance Assets 182

Calculated Risk

DECEMBER 24, 2024

Thus, for Vintage 2023 the 2024 numbers are projections, and for Vintage 2024 the 2025 numbers are projections. As this table shows, estimated population growth from July 1, 2021 to July 1, 2024 from Vintage 2024 is an eye-popping 3,386,610 higher than the Vintage 2023 estimate.

Numbers 173

Numbers 173

Calculated Risk

SEPTEMBER 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 September 11th.

Economy 363

Economy Transportation Numbers Sales 363

Calculated Risk

NOVEMBER 7, 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 6th.

Economy 343

Economy Transportation Numbers Sales 343

Calculated Risk

JANUARY 31, 2023

This survey might show the trend, but I wouldn't rely on the absolute numbers. The rental vacancy rate was not statistically different from the rate in the fourth quarter 2021 (5.6 percent was not statistically different from the rate in the fourth quarter 2021 (0.9 National vacancy rates in the fourth quarter 2022 were 5.8

Numbers 329

Numbers Media 329

Calculated Risk

SEPTEMBER 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 September 25th.

Economy 345

Economy Transportation Numbers Sales 345

Calculated Risk

SEPTEMBER 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 September 4th.

Economy 351

Economy Transportation Numbers Sales 351

Calculated Risk

JUNE 29, 2023

As mortgage rates surged in 2022, buyers saw costs soar, and a large number of shoppers reoriented their housing plans. The time it took to sell a home lengthened and the number of homes for sale piled up. Flash forward a little more than a year, and this week, the number of homes actively for sale slipped compared to a year ago.

Numbers 336

Numbers Sales Planning Marketing 336

Calculated Risk

AUGUST 8, 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 7th.

Economy 351

Economy Transportation Numbers Sales 351

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. The percent of loans in the foreclosure process increased slightly in December to 0.45%, from 0.44% in December.

Numbers 336

Numbers Sales Marketing Marketing 336

Calculated Risk

FEBRUARY 28, 2023

The FDIC reported the number of problem banks decreased to 39. The number of FDIC-insured institutions declined from 4,746 in third quarter to 4,706 this quarter. The number of banks on the FDIC’s “Problem Bank List” decreased by 3 from third quarter to 39, the lowest level in QBP history. Seven institutions ceased operations.

Banking 360

Banking Insurance Numbers Assets 360

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. This data shows the 7-day average of daily total traveler throughput from the TSA for 2019 (Light Blue), 2020 (Black), 2021 (Blue), 2022 (Orange) and 2023 (Red). This data is as of June 25th.

Transportation 352

Transportation Numbers Sales 352

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 360

Economy Transportation Numbers Sales 360

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). The preliminary estimate of the benchmark revision indicates an upward adjustment to March 2022 total nonfarm employment of 462,000 (0.3

Taxes 359

Taxes Manufacturing Numbers Insurance 359

Calculated Risk

JULY 7, 2023

Carloads in 2021, 2022 and 2022: Total originated carloads (which don’t include intermodal) on U.S. intermodal in 2021, 2022 and 2023: (using intermodal or shipping containers): U.S. intermodal in 2021, 2022 and 2023: (using intermodal or shipping containers): U.S. That said, U.S. emphasis added Click on graph for larger image.

Retail 357

Retail Numbers 357

Calculated Risk

NOVEMBER 2, 2022

This survey might show the trend, but I wouldn't rely on the absolute numbers. The rental vacancy rate was not statistically different from the rate in the third quarter 2021 (5.8 percent was virtually the same as the rate in the third quarter 2021 (0.9 percent was virtually the same as the rate in the third quarter 2021 (0.9

Numbers 295

Numbers Media 295

Calculated Risk

AUGUST 2, 2022

This survey might show the trend, but I wouldn't rely on the absolute numbers. percentage points lower than the rate in the second quarter 2021 (6.2 percent was not statistically different from the rate in the second quarter 2021 (0.9 percent was not statistically different from the rate in the second quarter 2021 (0.9

Numbers 299

Numbers Media 299

The Big Picture

DECEMBER 11, 2023

billion in retail inventory losses in 2021 was not “attributable to organized retail crime.” retailers retracted its claim that “organized retail crime” accounted for nearly half of all inventory losses in 2021 after finding that incorrect data was used for its analysis.” In 2021, he told a U.S.

Retail 353

Retail Accounting Sales Numbers 353

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. This data shows the 7-day average of daily total traveler throughput from the TSA for 2019 (Light Blue), 2020 (Black), 2021 (Blue), 2022 (Orange) and 2023 (Red). Blue is for 2020.

Transportation 321

Transportation Numbers Sales 321

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 297

Economy Transportation Numbers Sales 297

Calculated Risk

JANUARY 23, 2023

in 2022 compared to 2021, completions increased year-over-year. Construction delays impacted completions in 2022, and that left a record number of housing units under construction. However, there still were 1.507 million total completions and placements in 2021, the most since 2007. thousand in 2-to-4 units, and 360.4

Manufacturing 264

Manufacturing Numbers 264

Calculated Risk

OCTOBER 29, 2024

This survey might show the trend, but I wouldn't rely on the absolute numbers. Once again - this probably shows the general trend, but I wouldn't rely on the absolute numbers. in 2021 and 2022. However, there are serious questions about the accuracy of this survey. National vacancy rates in the third quarter 2024 were 6.9

Numbers 162

Numbers Media Sales 162

Calculated Risk

JANUARY 6, 2023

million jobs added, 2022 was the 2nd best year for job growth in US history behind only 2021 with 6.74 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. million, changed little in December.

Retail 363

Retail Numbers Economics Manufacturing 363

Calculated Risk

FEBRUARY 3, 2023

million jobs added, 2022 was the 2nd best year for job growth in US history behind only 2021 with 7.27 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. With revisions: The 4.81 million, was little changed in January.

Numbers 363

Numbers Economics Manufacturing 363

Calculated Risk

NOVEMBER 2, 2023

For example, the sharp increase in rents helped me deduce that there was a surge in household formation in 2021 (See from September 2021: Household Formation Drives Housing Demand ). Today, in the Calculated Risk Real Estate Newsletter: Asking Rents Down 1.2% Rick Palacios Jr.,

Consulting 307

Consulting Numbers Marketing Marketing 307

The Big Picture

JULY 27, 2022

By any measure, we still have an enormous number of unfilled positions. But also look at the year-over-year change in the Quits Rate: It spiked in percentage terms to all-time highs in early 2021, before slowly easing back towards (more or less) flat to 2019 over the ensuing 12 months. Wages in America.

Medicine 331

Medicine Numbers Food Insurance 331

Calculated Risk

OCTOBER 21, 2022

The number of delinquent properties, but not in foreclosure, is down 577,000 properties year-over-year, and the number of properties in the foreclosure process is up 50,000 properties year-over-year. in September compared to August and decreased 29% year-over-year. in September compared to August and decreased 29% year-over-year.

Numbers 246

Numbers Sales 246

The Big Picture

OCTOBER 17, 2022

off of its 2021 highs. “Tesla’s strategic use of semiconductors has lowered the number of chips required to produce vehicles” has cut lead times , and allowed the firm to make more cars with fewer chips. 2021’s Surprising Laggard: Amazon (January 5, 2022). See also : 7 Trends in Car Markets (December 23, 2021).

Valuation 317

Valuation Numbers Sales Marketing 317

Calculated Risk

SEPTEMBER 7, 2023

This past week marked the 11th consecutive decline in the number of homes actively for sale compared to the prior year, however the gap narrowed slightly compared to the previous week’s -5.9% New listings–a measure of sellers putting homes up for sale–were down again this week, by 8.5% from one year ago. Inventory was down 5.2%

Sales 310

Sales Numbers Planning Marketing 310

Calculated Risk

JUNE 1, 2023

The NCHS reports: The provisional number of births for the United States in 2022 was 3,661,220, a nonsignificant decline from 2021. births per 1,000 women aged 15–44, down less than 1% from 2021. births per 1,000 women in 2022, essentially unchanged from 2021. The general fertility rate was 56.1 births through 2022.

Numbers 240

Numbers 240

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 265

Economy Transportation Numbers Sales 265

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 264

Economy Transportation Numbers Sales 264

The Big Picture

JANUARY 23, 2023

Microsoft laid off 10% of its 221,000 workforce bringing headcount back to mid-2021 levels. I wanted to drop a quick note about the endless spate of layoff announcements — and why you should (mostly) ignore them. Amazon , now has 1.5 million employees, more than half of whom were hired in 2020-2022.

Numbers 325

Numbers Economics Planning Investing 325

Calculated Risk

AUGUST 24, 2022

The number of delinquent properties, but not in foreclosure, is down 663,000 properties year-over-year, and the number of properties in the foreclosure process is up 44,000 properties year-over-year. in July compared to June and decreased 30% year-over-year. in July compared to June and decreased 30% year-over-year.

Numbers 278

Numbers Sales 278

The Big Picture

APRIL 12, 2023

prior month), the big number is not so big: 5.0% December 9, 2022) How Everybody Miscalculated Housing Demand (July 29, 2021)] The post CPI = 5.0% (Time to Stop Raising Rates) appeared first on The Big Picture. Over the last 12 months, the all items index increased 5.0 percent before seasonal adjustment.

Food 351

Food Numbers 351

Calculated Risk

DECEMBER 22, 2022

The number of delinquent properties, but not in foreclosure, is down 294,000 properties year-over-year, and the number of properties in the foreclosure process is up 64,000 properties year-over-year. and Foreclosure Starts Bounce 19% • Prepayment activity in November dropped 15.6%

Numbers 246

Numbers Sales 246

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 263

Economy Transportation Numbers Sales 263