Roadmap to Recovery Economic Dashboard - May 2021

Page 1

DASHBOARD

May 2021

The Roadmap to Recovery Dashboard tracks Utah’s path to a full and complete economic recovery from the COVID-19 recession. The Dashboard, which is updated monthly, provides essential insights, tracks timely and leading measures, and shares salient indicators since the start of the pandemic. THREE ESSENTIAL INSIGHTS:

1

2

Utah’s unemployment rate drops below 3.0%.

Utah sees year-over job growth.

For the first time since the pandemic began, Utah’s unemployment rate dropped below 3.0%. Utah’s March unemployment rate of 2.9% is the lowest in the nation, tied with several other states. This marks the seventh consecutive month of decline.

Utah sees slight job growth of 0.9%. Moving forward, year-over job growth will be compared to early-pandemic months with large job losses. Job growth will likely be high as it is compared to these months with large losses

Utah Continued Weekly Unemployment Claims March 2020 – March 2021 140,000

Continued Claims

120,000

2019 Average

3.0% -1.3%

Information

4.3%

Financial Activities Leisure & Hospitality

40,000

-6.1%

Other Services

20,000

0.7%

Government Apr

May

Jun

Jul

Aug

Sep

Oct

8.6%

5.3%

4.5%

4.1%

5.0%

4.1%

Nov Dec Jan Feb Mar 4.3%

3.5% 3.3% 3.0% 2.9%

Mar

3.8% 10.4%

Unemployment Rate

4%

Source: Utah Department of Workforce Services

2% 0.5% 0% 0.1% -2%

S A -4% LT L A K E C H A M B E R -8%

5.0%

Manufacturing

60,000

-10%

0.9%

Total Construction

80,000

-6%

Utah’s March consumer confidence of 96.4 is the highest since the measure’s inception in October 2020. Utah’s consumer confidence exceeds the nation’s (84.9) by more than ten points.

Utah Job Change by Industry March 2020 - March 2021

100,000

0

3

Consumer confidence continues to rise.

0.9%

-4.4%

-3.6%

Education/Health Services Natural Resources

-1.1% -9.8%

Professional/Business Services

4.5%

Trade/Transportation/Utilities

4.2%

Source: U.S. Bureau of Labor Statistics

ROADMAP TO RECOVERY COALITION


Unemployment Rate March 2021

Job Change Year-Over Percent Change, March 2021

5.4%

3.2% 3.2%

8.1% 8.1%

4.2% 4.2% 3.8% 3.8%

2.9% 2.9%

5.3% 5.3%

6.7% 6.7%

6.4% 6.4%

3.7% 3.7% 4.2% 4.2%

8.3% 8.3%

-6.0% -6.0% 5.1% 5.1%

8.5% 8.5%

3.7% 3.7%

2.9% 2.9% 2.9% 2.9%

6.9% 6.9%

7.3% 7.3% 4.7% 4.7% 7.1% 7.1% 3.9% 5.9% 3.9% 5.9% 5.1% 4.2% 5.1% 4.2% 5.0% 5.0% 5.2% 5.2% 5.0% 5.0% 4.4% 4.4% 5.1% 5.1% 3.8% 4.5% 3.8% 6.3% 4.5% 6.3%

6.6% 6.6%

-4.8% -4.8%

4.8% 4.8%

USA USA 6.0% 6.0% VT VT NH NH MA MA CT CT RI RI NJ NJ MD MD DC DC DE DE

7.3% 7.3% 4.7% 4.7%

-1.2% -1.2% -6.0% -6.0%

-2.8% -2.8%

2.9% 2.9% 3.0% 3.0% 6.8% 6.8% 8.3% 8.3% 7.1% 7.1% 7.7% 7.7% 6.2% 6.2% 7.8% 7.8% 6.5% 6.5%

-2.3% -2.3%

-4.2% -4.2%

-1.1% -1.1%

-6.3% -6.3% -4.4% -4.4% -3.5% -3.5% -3.8% -3.8% -4.4% -4.4% -3.0% -7.1% -3.0% -3.3% -7.1% -3.3% -4.4% -4.4% -1.7% -1.7% -2.6% -2.6% -4.0% -4.0% -2.9% -3.0% -3.0% -2.9% -7.0% -7.0%-3.3% -3.3% -3.3% -3.3% 1.3% 1.3%

-4.5% -4.5%

-9.2% -9.2%

-3.0% -3.0%

-6.8% -6.8% -5.0% -5.0%

2.9% 2.9%

9.0% 9.0%

Job JobGrowth Growth

-15.9% -15.9%

3.4% Washington

6.7% Uintah

5.2% Grand

Profe

Trade

-4.4%

Mar

Apr

3.8% 10.4%

May

Jun

Jul

Aug

Sep

Oct

8.6%

5.3%

4.5%

4.1%

5.0%

4.1%

Nov Dec Jan Feb Mar 4.3%

Unemployment Rate

-14%

2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 US

Utah

Value of Construction in Utah March 2020 - February 2021

$500

$0

Mar Apr May Jun 2020 Residential

Unemployment Rate

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

Natu

-4% 20,000 -6% -8%0

$ Millions

6.8% San Juan

3.1% Kane

Source: Utah Department of Workforce Services

2019 Average

$1,000

6.6% Garfield

2.1%

Finan

Source: U.S. Bureau of Labor Statistics

5.1% Wayne

4.9% Piute

Continued Claims

0.9%

-12%

4.1% Emery

3.6% Sevier

Infor

Educ

2% 60,000 0.5% 0% 0.1% 40,000 -2%

-10%

4.1% Carbon 3.1% Sanpete

Manu

80,000 4%

2.2% Cache 2.7% Rich 3.1% Weber 2.7% Davis 2.4% Morgan 3.1% Dagget

2.1% Juab

Cons

Gove

Year-Over Percent Change, March 2021 100,000

4.8% Summit 3.3% Salt Lake 3.6% 5.6% Wasatch 2.6% Duchesne Utah

Total

Othe

1.3% 1.3%

120,000 Job Change

2.5% Box Elder

3.0% Iron

VT -4.5% VT -4.5% NH -7.2% NH -7.2% MA -4.6% MA -4.6% CT -6.0% CT -6.0% RIRI -7.3% -7.3% NJ -7.7% NJ -7.7% MD -4.2% MD -4.2% DC -4.4% DC -4.4% DE -8.6% DE -8.6%

Source: U.S. Bureau of Labor Statistics

Utah Unemployment Rate March 2021

3.1% Beaver

USA USA -4.4% -4.4%

Leisu

140,000

2.6% Millard

-5.3% -5.3%

-6.5% -6.5%

-15.9% -15.9%

Source: U.S. Bureau of Labor Statistics

3.2% Tooele

-7.5% -7.5%

-5.7% -5.7%

-4.2% -4.2%

-2.5% -2.5%

9.0% 9.0%

Unemployment Unemployment Rate Rate

-4.5% -4.5%

0.9% 0.9%

-7.8% -7.8%

-9.5% -9.5%

3.5% 3.3% 3.0% 2.9%

6.0% 6.0%

8.3% 8.3%

4.4% 4.4%

3.8% 3.8%

6.8%

Jul

Aug Sep Oct Nov Dec Jan Feb 2021 Non-residential

Other

5.4% Source: Ivory-Boyer Construction Database 4.8% 4.4% 3.8% 4.2% 6.0% 3.8% 3.2% 2.9% 8.5% 5.1% 5.3% 3.7% 7.3% 2.9% 8.1% USA 6.0% 7.1% 3.9% 4.7% 2.9% 5.9% VT 2.9% 6.4% ROA D M A3.7% P T O4.2%R E C O V E R Y5.1% C O A LNHI T3.0% IO 8.3% 5.0% 5.2% MA 6.8% 5.0% 4.2% 4.4% 6.7% CT 8.3% 5.1% 8.3% RI 7.1% 6.3% 3.8% 4.5%

-6.

N

-7.8%


2,000,000 $2,000 0 1,500,000

$5,000 $5,000

U.S. Utah Jan. Feb. Mar. Apr. May Jun. Jul. Aug. Sep. Oct. Nov. Dec.

FebFeb MarMar

DecDec JanJan

Nov Nov

4/12

4/5

OctOct

3/29

3/22

3/15

SepSep

3/8

3/1

Aug Aug

2/15

2/8

2/1

1/25

1/18

1/11

1/4

2/22

JulJul

JunJun

May May

Feb Mar

Jan

Dec

Nov

Oct

Sep

Aug

Jul

Jun

4/5 4/5 4/12 4/12

3/29 3/29

3/22 3/22

3/15 3/15

3/1 3/1 3/8 3/8

2/22 2/22

2/15 2/15

2021

2/1 2/1 2/8 2/8

2020

1.0 $3,293

0

0.5

4/12

4/5

3/29

3/22

3/15

3/8

3/1

2/22

6050 $3,000 2020 2021 00 0 50 $2,000 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 2017 2018 2019 2020 40 $1,000 2020 2021from 0 to 100. A score below 50 indicates executives believe Note: The Index can range the economy will worsen; a score above 50 indicates a belief among executives that the 20 $0 economyJan will improve Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan 120,000 Source: Salt Lake Chamber’s CEOutlook. Kem C. Gardner Policy Institute, and Utah 2021 2020 2019 Average Retail Sales Bureau0of Labor Statistics 100,000

2019Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 2020 2017 2018 2019 2020 Visit Salt Lake Facility Attendees 2021 60,000 80,000

January 2019 - March 2021 40,000

7% 120,000

20,000 U.S. Cumulative Case Fatality Rate 100,000 Utah Cumulative Case Fatality 2019 Rate 0 5% Jan. Feb. Mar. Apr. May Jun. Jul. Aug. Sep. Oct. 2020 Nov. Dec. 80,000 4% 2021 60,000 3% 6%

2% 40,000

2020

Feb Mar

Jan

Dec

0

Nov

1% 20,000 0%

$1,000 7%

$0

Jan. Feb. Mar. Apr. May Jun. Jul. Aug. Sep. Oct. Nov. Dec. 2021

Note: Data only includes conferences/conventions with 1500 attendees or more. Source: Visit Salt Lake

ROADMAP TO RECOVERY COALITION 200 1.5

4% 3% 2% 7% 1% 6% 0% 5% 4%

20

3% 1% 0% Vaccines Doses by WeekVaccines Doses by Week (Thousands) (Thousands)

Jan

Feb Mar

Dec

Nov

Oct

Sep

Aug

Jul

Jun

May

Apr

Mar

1000

$4,000 20

0.5 0

Cum

20,0000

2021 1.5

2020

150 50 40 $5,000 0

Oct

0 120,000 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 2017 2018 2019 2020 100,000 2019 120,000 0 80,000 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan2020 Feb Mar 100,000 2020 2021 2019 2021 120,000 60,000 2019 Average Bankruptcy Cases Filed 80,000 2020 100,000 40,000 2019 Source: United States Bankruptcy Court 2021 60,000 80,000 2020 20,000 2021 40,000 S60,000 A L T0 L A K E C H A M B E R Jan. Feb. Mar. Apr. May Jun. Jul. Aug. Sep. Oct. Nov. Dec. 20,000 40,000 100 200

1.5

1.5

1.0

Sep

20 800 400 0 Jan.Q2Feb. Apr. Jul.Q2Aug. Oct.Q2Nov. Q1 Q3 Mar. Q4 Q1 Q2May Q3 Jun. Q4 Q1 Q3 Sep. Q4 Q1 Q3 Dec. Q4 2017 2018 2019 2020 600 200 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 2017 2018 2019 2020 400

2021

150

Aug

20,000 50

2021

060100 1.0 100 200 0.5 Mar Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb 50Jan 50

2/15

4/5

4/12

3/29

3/22

3/8

3/15

3/1

2/22

2/15

2/8

2/1

1/25

1/18

1/4

1/11

12/28

12/21

12/14

Confidence Index (Thousands)

Utah Bankruptcy Cases 40,000 40 60 January 20 2019 - March 2021

0 2021

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar

Note: Number of vaccines includes date listed and the following 6 days. 2020 402020 200 Source: Utah Department of Health 200 CEO Confidence Index, Q1 2017 – Q4 2020 20 150

2/8

60 1.5 100 60 60 50 150 U.S. Utah 40 1.0 80 40 40 100 2,000,000 20 60 20 0.5 50 20 1,500,000 0 40 00 1,066,382 0 Jan Q1 FebQ2 MarQ3Apr Sep Q2 OctQ3 Nov Mar Q4May Q1 Jun Q2 Jul Q3 Aug Q4 Q1 Q4Dec Q1 Jan Q2 Feb Q3 Q4 0 1,000,000 2020 2021 2017 2018 2019 2020 20 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar 2020 2020 2021 2021 500,000 0 0 120,000 Jan Feb Dec Dec Jan Feb Mar Jan Mar Feb Apr Mar May Apr Jun May Jul Jun Aug Jul Sep Aug Oct Sep Nov Oct Nov Jan Feb 60 2020 2021 2020 2021 100,000 2019 2019 Average Airport Passengers Source: Scorecard 50State of Utah Unified Response 60 80,000 2020 40 2021 50 60,000

2021

2021

2/1

Vaccines Doses by Week

Utah Utah

Utah

Jul

U.S.

Consumer ConfidenceU.S. 80 80 January 200 2020 - March 2021

2021

2020

0 60

1/18 1/18

100

Bankruptcy Cases Filed

0%

1/18

2019 Average

1%

Jun

100 2020 Resource Center

0

1/11 1/11

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Source: Utah of Health University 2020 Jan Department Feb Mar Apr May and JunJohn JulHopkins Aug Sep Oct (JHU) Nov Coronavirus Dec2021 Jan Feb Mar

2%202020

U.S.

1/11

2021

80

2020

12/28

Jan

Feb Mar

Dec

Nov

Oct

Sep

Aug

Jul

Jun

May

Apr

Mar

0 2020 0

3%

$2,000

2%

Jul Aug Sep Oct Nov Dec Jan

7% 2020 2021 Utah Vaccine Doses2019 by Week 7% Average Retail Sales U.S. Cumulative Case Fatality Rate 0 6% U.S. Cumulative Case Fatality Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar 100 6% December 14, 2020 - April 12, 2021 Utah Cumulative Case FatalityRate Rate 2021 5% 2020 Utah Cumulative Case Fatality Rate 5% U.S. Utah Bankruptcy Cases Filed 2019 Average 4% 200 80 4% 1.5 3% 3% 150 7% 2% 60 U.S. Cumulative Case Fatality1.0 Rate 2% 6% 1% 100 Utah Cumulative Case Fatality Rate 1% 5% 0% 100 0.5 40 50 0% 4%

May

2%0 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 2021 Jan Feb Mar 40 2020 2020 2021 2019 Average Bankruptcy Cases Filed 2019 Average Bankruptcy Cases Filed 0% 200 20 400 1%

2021

Jan Feb Mar Apr May Jun

1/4

3%60

600 0

$0

AprApr

200

2020 Source: Utah State Tax Commission

12/14

200 800 4%

$4,000 200 3%$0 $0 800 Jan Feb Feb Mar Mar Apr Apr May May Jun Jun Jul Jul Aug Aug Sep Sep Oct Oct Nov Nov Dec Dec Jan Jan Jan $3,000 2% 0 2020 2021 Jan2020 Feb Mar Apr May JunAverage Jul Aug SepRetail Oct Sales Nov Dec Jan Feb 2021 Mar 2019 1% 2019 Average Retail Sales 600 2020 $2,000 2021 0% As of October 2019,2019 Note: marketplace facilitators with a Utah nexus were required to pay Average Bankruptcy Cases Filed $1,000 sales 400 tax, increasing taxable retail sales.

Apr

U.S. Cumulative Case Fatality Rate Utah Cumulative Case Fatality Rate

Utah

4%

12/1412/14 12/2112/21

U.S.

2021

$3,293

$1,000 $1,000

12/14

600 7% 100 600 6% 400 40080 5%

Airport Passengers

400 5% $5,000

Apr

2020 Case Fatality Rate Cumulative 2019 Average 800 800 March, 2020 - March 2021

$2,000 6% $2,000

200

$3,000

5%

Vaccines Doses by Week (Thousands) MarMar

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar 500,000 2020 2021 2020 2021 2019Airport Average Retail Sales Source: Salt Lake City International 2019 Average Bankruptcy Cases Filed 0 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb

$4,000 $0

6%

Cumulative Vaccines Cumulative Vaccines Cumulative Vaccines (Millions) (Millions) (Millions)

3 Q4

2021

AirportPassengers Passengers Airport

Cumulative Vaccines (Millions)

b Mar

2019Average Average 2019

Airport Passengers

Cumulative Vaccines (Millions)

b Mar

0

2020

Confidence Index Confidence IndexIndex Confidence

Feb

$0

2021

U.S. Cumulative Case Fatality Rate Utah Cumulative Case Fatality Rate

Mar

200

1,000,000

2021

Retail Sales

2019 Average

7% 600

(Thousands) (Thousands) (Thousands)

$3,000 500,000 600 500,000 2,000,000 $2,000 0 400 1,500,0000 Jan Feb Feb Mar Mar Apr Apr May May Jun Jun Jul Jul Aug Aug Sep Sep Oct Oct Nov Nov Dec Dec Jan Jan Feb Feb Jan $1,000 1,066,382 2020 2021

800

Mar

$4,000 1,000,000 1,000,000 800

2020

$3,000 $3,000

Doses by WeekDoses by Week Vaccines Confidence Index Confidence Index Vaccines Vaccines Doses by Week

$3,293 1,066,382 1,066,382

y Week s)

$5,000 1,500,000 1,500,000

Aug Sep Oct Nov Dec Jan

$3,293 $3,293 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb

0

$4,000 $4,000

May

2,000,000 2,000,000

12/2812/28 1/4 1/4

2021

$0 Taxable Retail Sales (millions) Utah Jan Feb Mar Apr May Jun Jul 500,0002020 January 2019 - January2019 2021 Average

12/28

Airport Passengers

2021

1,066,382 Airport Passengers

2019 Average

12/21

Sep Oct Nov Dec Jan Feb

12/21

0 SLC International Airport Passengers Jan Feb Mar Apr May Jun Jul Aug 2020 - February 2021 January 2019 2019 Average

82

2020

$1,000

1,000,000

1/25 1/25

500,000

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb

1/25

1,000,000

2

20

1

1

2

1

1


Special thanks to the Roadmap to Recovery Coalition Investors

“Utah leads the way in economic recovery. Utah’s 2.9% unemployment rate is the best in the nation. I am confident that Utah will continue to prosper.”

Roadmap to Recovery Investor

Protect the Hive Investor

Scott Parson, Co-Chair

“Consumer confidence continues to climb as vaccine doses rise. With continued resilience and collaboration, Utah is poised to recover to better.”

Innovate Investors

Convener Investor

Mikelle Moore, Co-Chair

Collaborator Investor

Rio Tinto Kennecott

Prepared by the Kem C. Gardner Policy Institute


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