The Economic Data Global Express (e-EDGE)

v.4 n.52       Released Dec. 26, 2000 
Produced by the Los Angeles County Economic Development Corporation as a public service to the global community.

HOUSING STARTS UP A LITTLE IN NOVEMBER

     Housing starts rose slightly to 1.56 million dwelling units in November from 1.53 million units in October.  Starts had stabilized in a range of 1.52 million to 1.54 million units between July and October after declining irregularly during the first six months of 2000.  [All figures in this paragraph are seasonally adjusted annual rates.]  Single-family starts were down by 0.4% to 1.22 million units last month, while construction of multiple family homes surged by 12.9% to 342,000 units.  Looking at November's performance by region, total housing starts declined by 5.2% in the southern U.S., by 10.9% in the Northeast, and by 1.9% in the Midwest.  Meanwhile, the West registered a substantial increase of 28.1%.
     For the first 11 months of 2000, housing starts were off by 3.8% compared to the same period in 1999.  [Figures in this paragraph are actual counts, not seasonally adjusted.]  Single-family starts have declined by 5.2% year-to-date, accounting for all of this year's dropoff in activity. Multiple-family construction was up for the year, but only by 1.7%.  Fixed mortgage rates have been falling in recent weeks; so housing construction activity should provide some support to the economy even as manufacturing activity slows down.  (Nancy D. Sidhu)
PR: http://www.census.gov/indicator/www/housing.html
 

PERSONAL INCOME AND SPENDING UP IN NOVEMBER

     U.S. personal income rose by a moderate 0.4% in November following October's decline of 0.1% and September's huge 1.1% increase.  Government income support payments to U.S. farmers accounted for most of the volatility in personal income during the past three months.  Farm proprietors' income surged by $48 billion in September, dropped back by $46 billion in October, and edged up by $0.9 billion last month.  Importantly, wage and salary payments, the biggest element in total personal income, was more stable, increasing by $30 billion, $34 billion and $17 billion over the same three months.
     Consumer spending increased by 0.3% in November, compared to growth rates of 0.4% in October and 0.8% in September.  Spending for durable goods declined sharply, by 1.2%, during each of the past two months.  Most of the dropoff was due to falling purchases of cars and light trucks.  Growth in spending for nondurable goods has slowed as well, showing no increase in November after rising by 0.9% in September and by 0.4% in October.  However, spending on consumer services, which makes up half of total consumption expenditures, continued to grow at a healthy pace, up by 0.8% last month after a 0.7% rise in October.  (Nancy D. Sidhu)
PR:  http://www.bea.doc.gov/bea/newsrel/pi1100.htm
 

RETAILERS RE-THINK HOLIDAY STRATEGY, BUT IT'S TOO LATE TO SAVE THIS CHRISTMAS

     While official large chain-store retail reports are more than one week away, the talk on the street is not too rosy.  Shoppers postponed much of their purchases until the very last minute, and with bad weather in many parts of the country, some consumer might have been stuck in their homes with cash on their hands.  Many retailers also have overstocked because they based their holiday sales projections on this past spring's strong consumer spending.  Shoppers also have gotten smarter and postponed their purchases to take advantage of last-minute discounts.  Watch out for heavy post-holiday discounting at your local stores and on-line stores.  The best gift this holiday season might have been cold, hard cash or gift certificates which allow the recipients to buy more of what they want (and save the givers some headache at the same time).  Interestingly, on-line holiday spending more than doubled this holiday season.  Shoppers started early this year after experiencing some disappointments last year with delayed shipments.  Many used on-line retailers to save time and trips to the post office.  (George Huang)
 

NOVEMBER PORT TRAFFIC OK

     The November container numbers from the Port of Long Beach reflected the end of the peak shipping season.  The number of loaded inbound containers was down from October, and posted a modest 1.7% increase over the year.  The number of loaded outbound containers was up from October to November.  However, there was a 0.5% decrease from a year ago.  A total of 410,897 containers were handled at Long Beach in November.
     Combined with the Port of Los Angeles, a total of 824,926 containers were handled at San Pedro Bay in November, up 11.4% over the year.  The year-to-date total is 8.7 million containers.  (Jack Kyser)
 

NORTHRUP GRUMMAN - LITTON MERGER

     Century City-based Northrop Grumman has just announced that it will acquire Woodland Hills-based Litton Industries.  This will create a $15 billion entity that will be a major player in aerospace/defense along with Boeing and Lockheed Martin.
     What are some of the other aspects to this merger?  In the latest "Fortune 500" ranking, Northrop placed 190th, while Litton was 333rd, so Los Angeles County's count of 16 Fortune 500 firms will be reduced by one.  On the local employment front, Northrop has 10,303 employees in the five-county area, while Litton has 3,400.  There will be job losses at the latter's headquarters, but the resulting company should have around 13,000 workers in the five counties, which would move them into the ranks of the top 30 local employers.  (Jack Kyser)
PR: http://www.northgrum.com/news/news_releases/1200-184_Litton.html
 

TAX CUT COMETH!

     California's state sales tax rate will be cut by 0.25 percentage point effective on Monday.  For example, LA County's rate will drop from 8.25% to 8.00% and Orange County's from 7.75% to 7.50%.
PR:  http://www.boe.ca.gov/news/pdf/sp111500.pdf
  

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