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 ‘ unemployment ’
Hoisington Quarterly Review and Outlook- First Quarter 2012
Today’s Data: 3Q GDP Revisions, Initial Claims and more
Big day for data as Q3 GDP was revised downward again, initial claims fell, The Chicago National Activity Index fell again, housing prices reversed course and leading indicators increased and consumer sentiment improved.
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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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Chart of the Day: Unemployment Rate
Today, the Labor Department reported that the unemployment rate declined significantly to 8.6% — the lowest level in 32 months. For some perspective on the current state of the labor market, today’s chart illustrates the unemployment rate since 1948. As today’s chart illustrates, the unemployment rate has been generally trending lower. However, the pace of that overall downtrend has been significantly slower than what has typically occurred following previous peaks in the unemployment rate. Though, following the previous two recessions, it did take much longer than normal for the unemployment rate to peak. While the significant decline in the unemployment rate for the month of November is a positive step, it is worth noting that the current unemployment rate remains at a level that was surpassed only during two previous periods (1975 and 1982-83) over the last 60+ years.
Notes:
Where’s the Dow headed? The answer may surprise you. Find out right now with the exclusive & Barron’s recommended charts of Chart of the Day Plus.
Today’s Data: Mortgage Apps, Durable Goods, Personal Spending, Initial Claims, etc.
It was a big day for data, and it was mixed.
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Macro Market Update
From Naufall Sanaullah of Shadow Capitalism we get a nice overview of the world economy and markets.
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
It’s All About the Jobs… and Gold
This week John Mauldin looks at the implications behind the latest employment numbers, over both the long and short term. He then discusses how he views gold and ways to acquire it. As always, stimulating reading!
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Jobs Report Disappointing
After a weak, but better than expected, ISM number the jobs report was much worse than we expected (and we did not expect much.) We’ll have more thoughts on this and the economy later today.
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Today’s Data: China and European PMI, Initial Claims, Productivity
The Eurozone Manufacturing slowdown continues. Keep in mind that anything under 50 shows contraction. UK...
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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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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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How Bad is the Employment Picture?
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