Roadmap to Prosperity Economic Dashboard: March 2022

Page 1

4.4% 4.4%

Manufacturing Manufacturing

12.4% 12.4%

Information Information 2.6% 2.6%

Financial FinancialActivities Activities

13.0% 13.0%

Leisure Leisure&&Hospitality Hospitality 8.0% 8.0%

Other OtherServices Services 2.2% 2.2%

Government Government

3.0% 3.0%

Education/Health Education/HealthServices Services

12.0% 12.0%

Natural NaturalResources Resources 0.0% Professional/Business Professional/BusinessServices Services 0.0% 4.3% 4.3%

Trade/Transportation/Utilities Trade/Transportation/Utilities

12% 12% 10% 10% 8% 8% March 2022 4.8% 6% 4.8% 6% 4% 4% 4.1% 4.1% 2% 2% 0% 0% -2% -2% -4% -4% -6% -6% The -8% -8% Roadmap to Prosperity Dashboard began as a way to track Utah’s path to a full and complete economic -10% -10% recovery from the pandemic recession. The Dashboard, which is updated monthly, provides essential -12% -12% -14% -14% 2011 2012 2014 2017 2019 2021 2011 2012 2013 2013 2014 2015 2015 2016 2016 2017 2018 2018 2019 2020 2020 and 2021 2022 2022 insights, tracks timely and leading measures, shares salient indicators since the start of the pandemic. US Utah US Utah

DASHBOARD THREE ESSENTIAL INSIGHTS:

1

Utah’s unemployment rate is lowest in the nation. Utah’s February unemployment rate of 2.1% is the lowest in the nation, tied with Nebraska.

2

Utah’s home prices have risen drastically over the last year with a median home sale price of $492,500 in February 2022.

Unemployment Rate February 2022

4.0% 4.0%

2.8% 2.8%

3.7% 3.7%

2.9% 2.9% 2.6% 2.6%

2.1% 2.1%

5.4% 5.4% 3.6% 3.6%

4.0% 4.0%

5.6% 5.6%

While Utah’s consumer confidence has been in decline, January and February saw upticks in Utah while confidence nationwide continued to fall.

5.4% 5.4%

5.9% 5.9%

4.0% 4.0%

2.7% 2.7%

5.7% 5.7% 2.9% 2.9% 4.7% 4.7%

4.9% 4.9%

5.1% 4.2% 4.2% 5.1% 2.3% 2.3% 3.9% 4.8% 3.9% 4.8% 3.2% 3.2% 2.5% 2.5% 3.7% 3.7% 4.2% 4.2% 3.7% 3.7% 3.4% 3.4% 2.6% 2.6% 3.1% 3.1% 3.5% 3.5% 3.0% 3.0% 3.2% 3.2% 4.5% 4.5% 4.7% 4.7% 4.3% 4.3%

2.1% 2.1%

5.1% 5.1%

Consumer Confidence Increases in Utah.

Year-Over Job Change February 2022

4.3% 4.3% 2.6% 2.6%

3

Utah home prices continue to rise.

3.5% 3.5%

3.3% 3.3%

USA USA 3.8% 3.8% VT VT NH NH MA MA CT CT RI RI NJ NJ MD MD DC DC DE DE

2.9% 2.9% 2.7% 2.7% 4.7% 4.7% 4.9% 4.9% 3.9% 3.9% 4.6% 4.6% 5.0% 5.0% 6.1% 6.1% 4.6% 4.6%

4.1% 4.1% 4.1% 4.1%

10.3% 10.3% 6.8% 6.8%

Source: U.S. Bureau of Labor Statistics

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

5.5% 5.5%

2.2% 2.2%

2.7% 2.7% 2.9% 2.9%

6.4% 6.4%

6.9% 6.9%

2.7% 2.7%

2.2% 2.2%

2.9% 2.9%

4.2% 4.2%

4.4% 4.4%

2.2% 2.2%

4.2% 4.2%

5.6% 5.6% 4.2% 4.2%

2.6% 2.6%

2.0% 4.1% 4.1% 2.0% 3.6% 3.6% 4.6% 4.6% 3.1% 3.1% 3.8% 3.8% 3.8% 3.8% 4.0% 4.0% 4.3% 4.3% 3.5% 3.5% 3.5% 3.5% 3.6% 3.6% 5.4% 5.4% 2.0% 2.0% 3.2% 3.2% 6.1% 6.1%

2.1% 2.1%

USA USA 4.8% 4.8% VT VT NH NH MA MA CT CT RI RI NJ NJ MD MD DC DC DE DE

3.6% 3.6% 4.3% 4.3% 5.4% 5.4% 3.3% 3.3% 3.9% 3.9% 5.5% 5.5% 3.9% 3.9% 4.6% 4.6% 2.4% 2.4%

7.7% 7.7%

4.3% 4.3% 2.1% Unemployment UnemploymentRate Rate 2.1%

4.0% 4.0%

3.7% 3.7%

6.1% 6.1%

Job JobGrowth Growth

2.0% 2.0%

10.3% 10.3%

Source: U.S. Bureau of Labor Statistics

ROADMAP TO RECOVERY COALITION


Year-Over Job Change November 2010–February 2022

Utah Year-Over Job Change by Industry February 2022 4.2% 4.2%

Total Total

5.0% 5.0%

Construction Construction

3.1% Manufacturing 3.1% Manufacturing 4.2% Total Information Information 5.0% Construction 4.2% Total 2.7% Financial Activities 2.7% Financial Activities 3.1% Manufacturing 5.0% LeisureConstruction &Hospitality Hospitality Leisure & Information 3.1% Manufacturing Other Services Other Services 2.7% Financial Activities Information 2.3% Government 2.3% Leisure &Government Hospitality 2.7% Financial Activities 2.6% Education/Health Services 2.6% Education/Health Services Other Services Leisure & Hospitality Natural Resources Natural Resources 2.3% Government Other Services 0.7%2.6% Professional/Business Services 0.7% Professional/Business Services Education/Health Services 2.3% Government 4.5% 4.5% Trade/Transportation/Utilities Trade/Transportation/Utilities Natural Resources 2.6% Education/Health Services 0.7% Professional/Business Services Source: U.S. Bureau of Labor Statistics Natural Resources 4.5% Trade/Transportation/Utilities 0.7% Professional/Business Services

11.0% 11.0% 12.8% 11.0%12.8% 8.6% 8.6%

11.0% 12.8%

8.6%

12.8% 13.4% 13.4%

8.6%

13.4% 13.4%

4.5%

Trade/Transportation/Utilities

Utah Unemployment Rate February 2022

12% 12% 10% 10% 8% 8% 12% 4.8% 6% 4.8% 6% 10% 4% 4% 12% 8% 4.2% 4.2% 2% 2% 10% 4.8% 6% 0% 0% 8% 4% -2% -2% 4.2% 4.8% 6% 2% -4% -4% 4% 0% -6% 4.2% -6% 2% -2% -8% -8% 0% -4% -10% -10% -2% -6% US Utah US Utah -12% -12% -4% -8% -14% -14% -6% -10% 2011 2012 2012 2013 2013 2014 2014 2015 2015 2016 2016 2017 2017 2018 2018 2019 2019 2020 2020 2021 2021 2022 2022 2011 US Utah -8% -12% Note: Large year-over job change in April 2021 is inflated due to the high job losses in -10% -14% April 2020. US Utah 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 -12% Source: U.S. Bureau of Labor Statistics -14% 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022

Consumer Confidence 100 100 October 2020 – February 2022

U.S. U.S.

Utah Utah

100 100

1.9% Box Elder

2.2% Tooele

Utah

2.2% Wasatch

50

00

3.5% Duchesne

4.0% Uintah

2.7% Emery

2.6% Sevier

3.6% Grand

6.3% Garfield 2.3% Kane

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

O

D

J

FF

M

AA

MM

JJ

JJ

AA

SS

OO

NN

DD

M

J

J

A

S

O

N

D

O N D J F M A 2020 C. Gardner 2021 Source: Kem Policy Institute

M

J

J

A

S

O

N

D

2021

F

MM

A

2020

N

JJ

2021 2021

JJ

FF

2022 2022

J

F

J

F

2022 2022

CEO Confidence Index 80 Q1 2019 – Q3 2021 60 60 80 60 40 40 60

50

50

4.9% San Juan

40 20 20 40 20 00 20 0 0

Unemployment Rate

Source: Utah Department of Workforce Services

0

DD

50 50

4.0% Wayne

1.5%

NN

80 80

2.2% Sanpete

3.5% Piute

OO

2020 2020

0

3.1% Carbon

1.9% Millard

2.3% Washington

U.S.

50

2.3% Summit

2.2% Salt Lake

1.5% Juab

2.2% Iron

Utah

50 50

1.7% Utah

2.3% Beaver

U.S.

6.3%

Q1 Q1 Q1 Q1

Q2 Q3 Q3 Q2 2019 2019 Q2 Q3 Q22019Q3 2019

Q4 Q4 Q4 Q4

Q1 Q1 Q1 Q1

Q2 Q3 Q3 Q2 2020 2020 Q2 Q3 Q22020Q3 2020

Q4 Q4 Q4 Q4

Q1 Q1 Q1 Q1

Q2 Q3 Q3 Q2 2021 2021 Q2 2021 Q2 2021

Q3 Q3

Note: The Index can range from 0 to 100. A score below 50 indicates executives believe the economy will worsen; a score above 50 indicates a belief among executives that the economy will improve Source: Salt Lake Chamber’s CEOutlook, Kem C. Gardner Policy Institute, and Utah Bureau of Labor Statistics

ROADMAP TO RECOVERY COALITION


Value of Construction in Utah March 2020 – December 2021

Utah Median Home Sales Price January 2020 – February 2022

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

Residential

Non-residential

Other

Residential

Non-residential

Other

Residential

Non-residential

Other

$$ Millions $ Millions $ Millions Millions

$1,000

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

M A M J

J

A

S O N D

M A M

J

A

S

2020 2020

$0

J

O

N

D

2020 Source:$0 Ivory-Boyer Construction Database M A M J J A S O N D 2020

J

F M A M J

J

A S O N D

J

F

J

A

2021 2021 2021

J

2021

F

M A M M A M

J J

J

A

S S

O O

N N

D

67% 68% 69% 66% 67% 68%

$600 $492,500 $500 $492,500 $600 $500 $400 $492,500 $500 $400 $300 $400 $300 $200 $300 $200 $100 $200 $100 $0 FF MM AA MM JJ JJ AA SS OO NN DD JJ FF MM AA MM JJ JJ AA SS OO NN DD JJ FF $100 2020 2020 2021 2022 2021 2022 $0 A S O N D J

F M A M J

J

A S O N D J

F

Source: $0UtahRealEstate.com F M A M J J A S O N D J

F M A M J

F M A M J

J

A S O N D J

F

D

Labor Force Participation Rate January 2020 – February 2022 69% 69% 68%

Price ($ Sales Sales PriceSales ($ thousands) Sales Price Price ($ thousands) ($ thousands) thousands)

$600

$1,500

2020

J

2021

2020

2021

68.3%

67.4%

68.3% 67.4% 68.3% 67.4%

67.4%

900 800 900 800 600 800 323 600 400 323 600 400 323 200 400 200 0 200 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 2020 2021 2022 2021 2022 0 2020 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 2020 2021 2022 0 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

Utah 5 Taxable Retail Sales January 2020 - January 2022 5

2.5International Airport Passengers SLC 2.5 January 2020 - January 2022

4 5 4 3 4 3 2 3 2 1 2 1 0 1 JJ FF MM AA MM JJ JJ AA SS OO NN DD JJ FF MM AA MM JJ JJ AA SS OO NN DD JJ 0 2020 2020 2021 2022 2021 2022 2020

J

2020

F M A M J

F M A M J

J

J

A

A

S O N D

S O N D

J

2021

J

2021

F M A M J F M A M J

J J

A S O N D A S O N D

J

2022

J

2022

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

Millions Millions Millions Millions

Source:2020 United States Bankruptcy Court

Sales ($ Retail Retail SalesRetail ($ Billions) Retail Sales Sales ($ Billions) ($Billions) Billions)

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 Note: The2020 y-axis starts at 60% to better illustrate2021 changes in the labor force participation 2022 rate Source: United States Bankruptcy Court

J

2022

Utah Bankruptcy Cases 900 January 2020 - February 2022

67.4% 66% 65% 67.4% 67% 65% 64% 63.4% 66% 64% 63.4% 63% 65% 62.3% 62% 63% 64% 63.4% 62.3% 62% 61% 63% U.S. Utah 62.3% 60.2% 60% 61% 62% JJ FF MM AA MM JJ JJ AA SS OO NN DD JJ FF MM AA MM U.S. JJ JJ AA SS Utah OO NN DD JJ FF 60.2% 2020 2021 2022 60% 2020 2021 2022 61% 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 U.S. Utah 2021 2022 60.2% 60% 2020

0

2022

2021

2022

$1.8B

$1.8B 2.0 2.5 2.0 $1.8B 1.5 2.0 1.5 1.0 1.5 1.0 0.5 1.0 0.5 0 0.5 JJ FF MM AA MM JJ JJ AA SS OO NN DD JJ FF MM AA MM JJ JJ AA SS OO NN DD JJ 2020 2021 2020 2021 2020 0 2020 0

J

F M A M J

J

A

S O N D

J

F M A M J

J

A

S O N D

2020 2020

J

F M A M J

J

A S O N D

J

F M A M J

J

A S O N D

2021 2021

J

2020

J

2020

Source: Salt Lake City International Airport

ROADMAP TO RECOVERY COALITION


Special thanks to the Roadmap to Prosperity Coalition Investors

“Utah’s economy remains strong with year-over job growth and the lowest unemployment rate in the nation. Let’s keep working together toward full economic vibrancy for every Utahn.”

Roadmap to Prosperity Investor

Protect the Hive Investor

Scott Parson, Co-Chair

“More than two years out from the onset of the pandemic, look how far we’ve come. With a strong economy, falling case counts, and a return to many long-missed activities, Utah continues to prosper.” Mikelle Moore, Co-Chair

Innovate Investors

Convener Investor

Collaborator Investor

Rio Tinto Kennecott

Prepared by the Kem C. Gardner Policy Institute


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