Roadmap to Prosperity: October 2023 Economic Dashboard

Page 1

2.1%

Total

2.9%

Construction Manufacturing -0.7% Information

6.2% 0.8%

Financial Activities

10.0%

Other Services Government

3.1%

Education/Health Services

3.4% 5.9%

Leisure/Hospitality Services 2.0%

Natural Resources

DASHBOARD

0.2%

Professional/Business Services

October 2023

Trade/Transportation/Utilities -0.6%

12.0% 10.0% 8.0% 6.0% 4.0% 2.0% 0.0% -2.0% -4.0% -6.0% -8.0% -10.0% -12.0% -14.0%

2.1%

The Road to Prosperity Dashboard tracks Utah’s economic outlook. 2.1% The Dashboard, which is updated monthly, provides essential insights, tracks timely and leading measures, and shares salient indicators.

1

THREE ESSENTIAL INSIGHTS: 2012 2014 2016 US

2

2018 2020 Utah

Utah consumer sentiment falls 9.4% while U.S. sentiment falls 6.0% in October. After a slight uptick in September, Utah’s consumer sentiment dropped from 76.3 to 69.1 in October. U.S. sentiment has fallen three consecutive months as economic uncertainty continues to impact Americans.

2022

2024

Utah median home sales price remains somewhat steady in recent months.

After a 2023 peak in June, Utah’s median home sales price dropped slightly and has since remained level. High mortgage rates and limited supply limit potential home buyers’ ability to purchase homes.

Unemployment Rate September 2023

3.5% 3.5%

1.9% 1.9%

3.1% 3.1% 2.9% 2.9%

5.4% 5.4%

3.2% 3.2%

4.7% 4.7% 4.0% 4.0%

3.7% 3.7%

3.1% 3.1% 3.0% 3.0%

3.9% 3.9%

4.0% 4.0%

3.6% 3.4% 3.6% 3.4% 4.4% 4.4% 3.8% 3.8% 2.5% 2.5% 4.1% 4.1% 2.9% 2.9% 3.4% 3.4% 3.2% 3.2% 3.0% 2.9% 3.0% 2.9% 2.9% 2.9% 3.4% 2.2% 3.4% 2.2% 3.2% 3.2% 4.1% 4.1% 3.3% 3.3% 2.8% 2.8%

0.8% 0.8%

2.4% 2.4%

3.4% 3.4%

2.8% 2.8%

4.1% 4.1%

2.3% 2.3%

2.7% 2.7%

3.1% 3.1%

1.9% 1.9% 2.1% 2.1%

2.6% 2.6%

USA 3.8% 3.8% USA VT 1.9% 1.9% VT NH 2.0% 2.0% NH 2.6% MA 2.6% MA CT 3.5% 3.5% CT RI 2.6% 2.6% RI NJ 4.4% 4.4% NJ MD 1.6% 1.6% MD DC 5.0% 5.0% DC DE 4.1% 4.1% DE

3.2% 3.2%

3.4% 3.4%

2.1% 2.1%

1.9% 1.9% 2.2% 2.2%

1.6% 1.6%

Source: U.S. Bureau of Labor Statistics

S A LT L A K E C H A M B E R

2.4% 2.4% 1.6% 1.6%

1.8% 1.8%

2.1% 2.1% 2.7% 2.7%

1.2% 1.2%

1.7% 1.7% 1.2% 1.2%

1.6% 1.6% 1.3% 1.3% 2.4% 2.4% 0.9% 0.9% 1.5% 1.5% 2.0% 2.0% 1.6% 2.0% 1.6% 2.0% 1.7% 1.7% 1.2% 1.2% 1.7% 1.7% 2.5% 2.5% 1.5% 1.5% 2.3% 2.3% 1.6% 1.6% 1.3% 1.4% 1.3% 1.4% 2.1% 2.1% 2.2% 1.7% 2.2% 1.7% 0.1% 0.1% 3.1% 3.1% 2.4% 2.4% 3.0% 3.0%

2.8% 2.8%

Unemployment Rate

September inflation persisted at 3.7%, the same rate as reported in August, but lower than the 8.2% rate seen in September 2022. Several factors, including higher prices for labor-intensive services, continue to hold inflation higher than the Fed’s 2% goal.

Year-Over Job Change September 2023

3.6% 3.6% 2.7% 2.7%

3

Inflation continues.

USA 2.1% 2.1% USA VT 1.2% 1.2% VT NH 1.5% 1.5% NH MA 2.4% 2.4% MA CT 1.6% 1.6% CT RI -0.3% -0.3% RI NJ 1.9% 1.9% NJ MD 1.5% 1.5% MD DC 1.6% 1.6% DC DE 2.5% 2.5% DE

1.2% 1.2% 5.4% 5.4%

Job Growth

-0.3% -0.3%

3.4% 3.4%

Source: U.S. Bureau of Labor Statistics

ROADMAP TO RECOVERY COALITION


Le

Year-Over Job Change November 2010 – September 2023

Utah Year-Over Job Change by Industry September 2023 2.1%

Total

2.9%

Construction Manufacturing -0.7% Information

6.2% 0.8%

Financial Activities

10.0%

Other Services Government

3.1%

Education/Health Services

3.4% 5.9%

Leisure/Hospitality Services 2.0%

Natural Resources

0.2%

Professional/Business Services Trade/Transportation/Utilities -0.6%

2012

2014

2016 US

2018 2020 Utah

2022

2024

Value of Construction in Utah March 2020 –June 2023

2.7% Utah

2.6% 2.9% Wasatch Duchesne

3.3% Uintah

3.1% Residential Beaver

5.0% Non-residential Piute

0.8%

2.1%

2.8% 2.7% Kane

3.7% Grand

4.2% Other Wayne

5.9% Garfield

Iron 2.3%

1.2%

1.7% 1.2%

2.4%

3.0%

DC 1.6% DE 2.5%

68.3%

68%

-0.3%

65%

2.8%

$30063.4% 64% Unemployment Rate

1.6%

63%

5.4%

$200

62.8%

62%

60%

60.2%

U.S.

Utah

J F MA MJ J A S O N D J F MA MJ J A S O N D J F MA MJ J A S O N D J F M AM J J A 2021 2022 2023 $02020 F MA MJ J A S O N D J F MA MJ J A S O N D J F MA MJ J A S O N D J F MAM J J A S 2020 2021 2022 2023

69.7% 3.4%

$30

$20

$

2.

1.

900

800 600

400 Job G 200 0

Source: UtahRealEstate.com

5

1.2%

S70% A LT L A K E C H A M B E R Job 69%Growth

2.7% 2.7% 1.9% 3.1% M 3.1% A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D J F M A M J 3.1% 2022 4.0% ‘23 2020 2021 1.9% 3.9% 2.9% 3.4% 2.1% 3.0% 5.4% Source: Ivory-Boyer Construction Database 3.6% 3.4% USA 3.8% 2.6% 4.4% 3.8% 3.2% 2.5% 2.8% VT 1.9% 4.7% 4.1% 2.9% Utah Median Home Sales Price NH 2.0% 3.4% 3.2% 4.0% 3.0% 2.9% MA 2.6% 2.9% January 2020 – September 2023 3.7% 70% CT 3.5% 2.2% 3.4% 69.7% RI 2.6% $600 3.2% 69% 4.1% 68.3% NJ 4.4% 3.3% $489,000 68% MD 1.6% $500 4.1% 2.8% DC 5.0% 67.4% 67% DE 4.1%

61% $100

$40

$10

66% $400

4.0% San Juan

1.6% 1.3% 2.4% 0.9% 3.4% 1.5% USA 2.1% 2.0% 2.1% 1.6% 2.0% 1.7% 1.6% Unemployment Rate VT 1.2% 1.2% 1.7% 1.9% 2.5% 1.5% NH 1.5% 2.3% 5.9% 2.3% 1.6% MA 2.4% 1.3% 1.4% 2.2% $0 2.1% CT 1.6% 1.8% M A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D J F M A M J Source: Utah Department of Workforce Services 1.7% 2.2% 2020 2021 ‘23 RI -0.3% 0.1%2022 NJ 1.9% 3.1% 2.4% MD 1.5%

$500

$500 3.6%

Sales Price ($ Thousands)

3.3% Emery

2.8% Sevier

$1,000 2.7% $ Millions

$1,000

3.9% Carbon 3.0% Sanpete

3.2% Washington

Other

$0 3.5%

2.5% Millard

2.4% 3.0%

Non-residential

$50

2.6% Summit

2.5% Juab

$1,500

Residential

Sales Price ($ Thousands)

2.8% Salt Lake

2.8% Tooele

$60

$1,500

2.4% Cache 2.5% Rich 2.9% Weber 2.6% Davis 2.3% Morgan 3.7% Dagget

$ Millions

2024

5.4%

2.1%

Utah Unemployment Rate September 2023

2.7% Box Elder

T 1.9% H 2.0% A 2.6% T 3.5% I 2.6% J 4.4% D 1.6% C 5.0% E 4.1%

2.1%

Source: U.S. Bureau of Labor Statistics

2.1%

A 3.8%

Tra

Note: Large year-over job change in April 2021 is inflated due to the high job losses in April 2020. Source: U.S. Bureau of Labor Statistics

ROADMAP TO RECOVERY COALITION

900 4

ons)

2.1%

12.0% 10.0% 8.0% 6.0% 4.0% 2.0% 0.0% -2.0% -4.0% -6.0% -8.0% -10.0% -12.0% -14.0%

Profe

800

2.5

2.0


Oct-2

Jun-2

Aug-2

Apr-2

Feb-2

Dec-2

Oct-2

Aug-2

Jun-2

Apr-2

Feb-2

Oct-2

Dec-2

Aug-2

Jun-2

Apr-2

Feb-2

Dec-2

U.S. Inflation Consumer Price Index Year-Over Change January 2000 - September 2023

Consumer Sentiment October 2020 – October 2023 100

60 $1,000 $1,000 40 $1,000 $1,000

Residential Residential

Non-residential Non-residential

Other Other

Residential Residential

Non-residential Non-residential

Other Other

69.1 63.8

Oct-23

Jun-23

Apr-23

Feb-23

Dec-22

Oct-22

Aug-22

Jun-22

Apr-22

Feb-22

Oct-21

Dec-21

Jun-21

Aug-21

Apr-21

Feb-21

Dec-20

$0 $0 M A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D J F M A M J

M A M J J A S O N D 2021 J F M A M J J A S O N D 2022 J F M A M J J A S O N D ‘23J F M A M J 2021 2022 ‘23 MM AAC.MMGardner J J J J AA SS Policy OO NN DD Institute J J FF MM AA MM J J J J AA SS OO NN DD J J FF MM AA MM J J J J AA SS OO NN DD J J FF MM AA MM J J Source: Kem 2020 2021 2022 2020 2021 2022 ‘23‘23

$02020 $0 2020

Labor Force Participation Rate January 2020 – September 2023

3.7%

$200 -2.0% $200 $100 $100

2003

2008

2013

69.7% 69.7% 69.7% 69.7%

3.7%

Recession $100 $100 $0 $0 F M A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S

F M A M J J A S O N D 2021 J F M A M J J A S O N D 2022 J F M A M J J A S O N D 2023 J F MAM J J A S 2020 F M A M JofJ Labor A S O Statistics N D J F MA MJ J A S O N D J F MA MJ J A S O N D J F MAM J J A S Source: Bureau 2020 2021 2022 2023 2020 2021 2022 2023

2021 2022 2023 $0 2020 $0 F MA MJ J A S O N D J F MA MJ J A S O N D J F MA MJ J A S O N D J F MAM J J A S

900 900 900 900 800 800 800 800 600 600

2003

2008

2013

62.8%

62.8% 2023

2018

400 400 200 200 200 200 0 0 J F MAMJ J A S OND J FMAM J J A S O ND J FMAM J J A S OND J FMAMJ J A S J F M A M J J A S O N D 2021 J F M A M J J A S O N D 2022 J F M A M J J A S O N D 2023 J FMAMJ J A S 2020 2021 2022 2023 00 2020 J J FF MM AA MM J J J J AA SS OO NN DD J J FF MM AA MM J J J J AA SS OO NN DD J J FF MM AA MM J J J J AA SS OO NN DD J J FF MM AA MM J J J J AA SS

J J FF MM AA MM J J J J AA SS OO NN DD J J FF MM AA MM J J J J AA SS OO NN DD J J FF MM AA MM J J J J AA SS OO NN DD J J FF MM AA MM J J J J AA Note: The participation rate 2020y-axis starts at 60% to 2021better illustrate changes 2022 in the labor force2023 2023 2020 2021 2022 Source: U.S. Bureau of Labor Statistics

Source: United States Bankruptcy Court

Utah Taxable Retail Sales 5 January 2020 - August 2023 5

SLC International Airport Passengers January 2020 - August 2023 2.5 2.5

2020 2020

55 4 4

2.5 2.5 2.0 2.0

44 3 3

2.0 2.0 1.5 1.5

2021 2021

2022 2022

2023 2023

Millions Millions Millions Millions

Retail Sales Billions) Retail ($($Billions) Retail Sales ($ Retail SalesSales ($ Billions) Billions)

2023

600 600 400 400

62.8% 62.8% 61% Recession 62% 62% 61% U.S. Utah 60.2% U.S. Utah 60% 61% J F M A M60.2% 61% J J A S O N D J F MA MJ J A S O N D J F MA MJ J A S O N D J F M AM J J A 60% J F M A M J J A S O N D 2021 J F M A M J J A S O N D 2022 J F M A U.S. MU.S.J J A SUtah O N D 2023 J F M AM J J A Utah 2020 60.2% 60.2% 2021 2022 2023 60% 2020 60%

33 2 2

1.5 1.5 1.0 1.0

22 1 1 11 0 0

2018

Utah Bankruptcy Cases January 2020 - September 2023

8.0% 70% 70% 69% 70% 70% 69% 6.0%68.3% 68.3% 68% 69% 69% 68% 68.3% 68.3% 4.0% 67.4% 67% 68% 68% 67.4% 67% 66% 67.4% 67.4% 67% 67% 66% 2.0% 65% 66% 66% 65% 64% 0.0%63.4% 65% 65% 64% 63.4% 63% 64% 63.4% 64% 63% 63.4% -2.0%

$489,000 $489,000

$500 $500 4.0% $400 $400

$300 $300 0.0% $200 $200

Utah Aug-23

Millions $$Millions $$ Millions Millions

U.S.

62% 63% 63% 62%

$489,000 $489,000

$600 $600 $500 6.0% $500

$400 $400 2.0% $300 $300

20 $500 $500 $500 0$500

$600 8.0% $600

Sales Price Thousands) Sales ($($Thousands) Sales Price ($ Sales PricePrice ($ Thousands) Thousands)

$1,500 $1,500 80 $1,500 $1,500

1.0 1.0 0.5 0.5

J F MA MJ J A S O N D J F MA MJ J A S O N D J F MA MJ J A S O N D J F M A M J J A

J F M A M J J A S O N D 2021 J F M A M J J A S O N D 2022 J F M A M J J A S O N D 2023 J F M A M J J A 00 2020

0.5 0.5 0 0 J FMAM J J A S OND J FMAM J J A S O ND J FMAM J J A SOND JF MA M J J A

J F M A M J J A S O N D 2021 J F M A M J J A S O N D 2022 J F M A M J J A S O N D 2023 J F M A M J J A 2020 2021 2022 2023

2020

2021

2022

2023

00 2020

2020 2020

2021 2021

2022 2022

2023 2023

2020 2020

J J F F MM AA MM J J J J AA S S OO NN DD J J F F MM AA MM J J J J AA S S OO NN DD J J F F MM AA MM J J J J AA S S OO NN DD J J F F MM AA MM J J J J AA

Note: As of October 2019, marketplace facilitators with a Utah nexus were required to pay sales tax, increasing taxable retail sales. Source: Utah State Tax Commission

S A LT L A K E C H A M B E R

J J FF MM AA MM J J J J AA SS OO NN DD J J FF MM AA MM J J J J AA SS OO NN DD J J FF MM AA MM J J J J AA SS OO NN DD J J FF MM AA MM J J J J AA 2021 2021

2022 2022

2023 2023

Source: Salt Lake City International Airport

ROADMAP TO RECOVERY COALITION


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