How Valuable Are Private Sector Economic Projections? NY Counties Fiscal Health

May 26, 2015

This week we examine whether private sector amateur economists are any better at predictions than the professionals and revisit a comparison of fiscal and economic health in New York State.

Click here to read the rest of this week’s commentary:

http://www.lumesis.com/pdf/HowValuableArePrivateSectorEconomicProjections.pdf

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State (and Local) Economic Dispersion, Effectiveness of MCDC, Puerto Rico Index

May 18, 2015

This week we continue our discussion from last week of economic dispersion around the nation, first by expanding on a topic from a Washington Post column, then by looking at Continuing Claims data.  We also discuss the effectiveness of MCDC and review the GDB’s index of Puerto Rico’s economic health.

Please click here to read the rest of this week’s commentary:

http://www.lumesis.com/pdf/StateandLocalEconomicDispersionEffectivenessofMCDCPuertoRicoIndex.pdf

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Philly Fed Shows State Economy Dispersion is at Post-Recession Highs

May 11, 2015

This week we examine the signals from the Philly Fed Index showing an increase in the dispersion of economic health among the States.

Please click here to read the rest of this week’s commentary: http://www.lumesis.com/pdf/PhillyFedShowsStateEconomyDispersionisatPost-RecessionHighs.pdf

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New DIVER Geo Scores Show that New Jersey Economy Continues to Lag

May 4, 2015

This week we review our recently released proprietary DIVER Geo Score, highlight the strongest and weakest States as well as provide you a link to get the scores themselves.

Please click here to read the rest of this week’s commentary:

http://www.lumesis.com/pdf/NewDIVERGeoScoresShowthatNewJerseyEconomyContinuestoLag.pdf

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Treasury SLGS Data Illustrates Shift in Market Composition

April 20, 2015

This week, we examine data from the U.S. Treasury on State and Local Government Series Securities and draw conclusions regarding the pre-refunded bond sector and the muni market in general.

Please click here to read the rest of this week’s commentary: http://www.lumesis.com/pdf/TreasurySLGSDataIllustratesShiftinMarketComposition.pdf

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Moody’s: Paying 100% of ARC is Not Always Enough to “Tread Water”

April 13, 2015

This week, we discuss a new measure of pension funding, examine the impact of oil prices on labor markets in oil dependent States and discuss changing levels of food stamp participation.

Please click here to read the rest of this week’s commentary: http://www.lumesis.com/pdf/MoodysPaying100ofARCisnotalwaysenoughtotreadwater.pdf

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New DIVER Geo Scores, Drought Update, Export Challenges

April 6, 2015

This week we start with a review of our proprietary DIVER Geo Scores, highlight the strongest and weakest States as well as provide you a link to get the scores themselves.   We provide an update to drought conditions in California and identify some states that face export challenges.

Please click here to read the rest of this week’s commentary:

http://www.lumesis.com/pdf/NewDIVERGeoScoresDroughtUpdateExportChallenges.pdf

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