Autos

Auto Delinquencies On The Rise

February 8, 2024  |  Kylie Leverenz

The percentage of auto loans transitioning into delinquencies peaked at 2.24% in Q4 2023. For comparison, it was 1.91% in Q4 2022 and 1.50% in Q4 2021.

Global Economy

China Hiccups. Does It Affect the U.S.?

February 7, 2024  |  Petr Pinkhasov

Western markets have a drift. They typically have the strongest consumer base, economic position, corporate authority and drivers of the improving state of the world  -- which all...

Google Search Trends

Technical Difficulties – The Latest Tech Layoffs

February 7, 2024  |  Kylie Leverenz

Tech layoffs per quarter are illustrated in the chart below. Tech layoffs in Q1 2024 (1/1/24 - 2/6/24) totaled 32,000, compared to 167,500 tech layoffs in Q1 2023. 

Housing

Relocations Hit a Record Low – Part I

February 7, 2024  |  Kristen Radosh

As we tackle the topic of moving and relocations, we first look at the number of people moving in the U.S. during 2022 and 2023.

Economic Growth

Trouble with the (Yield) Curve

February 6, 2024  |  Sam Rines

That was a week. Between an onslaught of earnings and a payrolls report, there was an FOMC meeting. And none of them disappointed - at least in terms of volatility. 

Sample Daily Data Points

State of the Supply Chain: Breaking Down Containers

February 6, 2024  |  Kristen Radosh

According to BofA Global Research, approximately 28% of global container trade passes through the Suez Canal.  In the chart below, we outline the composition of the containers...

Labor Market

Nonfarm Payrolls Surprise

February 5, 2024  |  Kristen Radosh

January 2024 Nonfarm Payrolls increased by 353,000 on a seasonably adjusted basis. The largest component was in Education and Health Services (+112,000), followed by Professional &...

Consumer Credit

Debt and Degrees

February 5, 2024  |  Kylie Leverenz

According to The College Investor, there were over 43.6 million student loan borrowers that had a total of $1.76 trillion in student loan debt for Q2 2023.