Lacy Hunt and Van Hoisington of Hoisington Investment Management Company have published their latest commentary on the US economy. This quarter they look at how public and private debt levels have stunted our economy's ability to grow.
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Posts Tagged ‘ Employment ’
Hoisington Quarterly Review and Outlook- First Quarter 2012
Time to Bring Out the Howitzers
This week we saw a coordinated effort by central banks to use their bazookas to head off another 2008-style credit disaster. The market reacted as if the crisis is now over and we can get on to the next bull run. Yet, we will see that it wasn't enough. Something more along the lines...
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Where Will the Jobs Come From?
The greatest issues facing the US economy today are related to jobs and income growth. John Mauldin looks at job growth and where it comes from leaving us to ask if the discussions on this issue in the media and congress pay any attention to where jobs really come from?
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Today’s Data: Employment
It’s all about employment today. The Monster employment index rose three points to 151 as online recruiting increased in October. What everyone is really interested in today, though, is the monthly Employment Situation.
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Today’s Data: Employment, Inventories and Credit
Today is a big day for economic numbers: The Labor department reports that 103,000 new non-farm payroll jobs were added last month, a slightly higher than expected number, while the unemployment rate remained unchanged at 9.1%. The devil is in the details, as always, and the details are not quite as pretty. 322,000 people...
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Massive Employment Chartfest
ADP and Challenger
According to the Challenger report, announced layoff’s were down sharply from the July spike, though up 47% year over year...
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Weekly Summary of Economic Data
Calculated Risk has their always excellent weekly roundup of Economic Releases from last week. Short and informative with their standout charts and graphs. New Home sales were down slightly, GDP was poor, mortgage delinquincies increased slightly, new home inventory was at the lowest on record (Yay!) but obviously the big issue is existing home inventory,...
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Musings, Rants and Links over the 18th Fairway:02/08/2010
We finally got a mixed bag on the employment front this month, a welcome change from the purely awful. However, with everyone focused on “creating” jobs I think this quick synopsis attacking the unrealistic expectations of when and where jobs will come from is well worth reading. This chart gives you an idea of...
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Animated Unemployment
A very cool animated Graphic showing the change in unemployment over the last two years. Click Image for Animation Download article as PDF
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Taking a Closer Look at Unemployment
Employment as measured by the “establishment survey,” was down by 190,000; and Many feel it is an improvement that we are not falling as fast. Well, let us take a moment to look under the hood of these numbers. First, while the establishment survey was down 190k, the number of unemployed soared by 558,000,...
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How Bad is the Employment Picture?
A Painful Restructuring
An excellent overview of the dramatic restructuring of the US economy at the NY Times. Click for larger version of charts. Download article as PDF
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That Healthy Job Market
Maybe not so much: U.S. payrolls: Negative 17,000 + Huge Downward Revisions for 2007 Overstated Job Creation by 14.38% in 2007 Download article as PDF
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Panic at the Fed?
Like me, Barry Ritholtz sniffed a whiff of panic in the Fed’s actions yesterday. The question he asks is why they acted before their meeting. Here are his questions, all good. I have pretty much stolen the whole post. Hopefully Barry will not mind: What does this mean for investors. Quite a number of...
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The Economic Outlook for Louisiana
To start, we are having a boom in our petrochemical industry : “We have counted $45 billion in construction projects in the area, by far a record number for the region,” Scott says. While other parts of the country struggle economically, the Capital Region is experiencing growth in part from its expanding petrochemical industry....
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Today’s Links: BCS Championship Monday Edition
To start off James Hamilton reviews last weeks depressing economic data, and its effect on the stock market. Which leads to the next question. Trying to get defensive? The Wall Street Journal notices some of the same things we have been talking about that make it difficult, while the New York Times picks up...
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