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Economic Research
Federal Reserve Bank of Atlanta
EconSouth

In This Issue

STAFF
Lynne Anservitz
Editorial Director

Volume 4, Number 3, Third Quarter 2002

CURRENT ISSUE

Lynn Foley
Nancy Pevey
Managing Editors

The Impact of Oil Prices
On Economic Activity

Elizabeth McQuerry
Contributing Editor
COVER STORIES

Jean Tate
Lee Underwood
Staff Writers

Are We Running Out of Oil?
Geologists have identified reserves
of oil that will last well into the future,
but the key question may be, Who
owns the oil?

Harriette D. Grissom
Stephen Kay
Myriam Quispe-Agnoli
Contributing Writers

Energy Helps Power the
Southeastern Economy

Carole Starkey
Peter Hamilton
Designers

Every Sixth District state except
Georgia produces oil and gas, but
the stakes are highest for Louisiana,
the biggest producer.

EDITORIAL COMMITTEE
Bobbie H. McCrackin
VP and Public Affairs
Officer
Thomas J. Cunningham
VP and Associate
Director of Research
Pierce Nelson
AVP and Public
Information Officer
John C. Robertson
AVP, Research Department

FEATURES
A Mixed Blessing:
Oil and Latin American Economies
International
Focus

Some Latin American countries are
major oil exporters while others are
like the United States and depend on
imports. In both cases, volatile oil
prices can have a significant impact
on macroeconomic stability.

Regional Section
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Regional Focus

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In the Workforce
Temporary employment has grown
substantially in the United States
over the past decade relative to
other employment categories, and
these employment patterns are
apparent in the Southeast too.

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Economic Research

CURRENT ISSUE

The Impact of Oil Prices On Economic Activity
he price for west Texas intermediate crude oil was over $27 per barrel at the beginning of August 2002,
representing a 245 percent increase in less than four years. At the end of 1998, by comparison, the same crude
was around $11 per barrel. Market price projections reveal that oil prices are not expected to decline much over
the next few months.
Oil price increases in recent memory
Sustained increases in energy prices are troubling because history shows that they can have a dramatic impact on the
production decisions of firms and the consumption decisions of households. The Arab-Israeli War of 1973, the 1978
Iranian Revolution, the 1980 Iran-Iraq War and the 1990 Gulf War, for instance, were followed by an immediate drop of 7
to 9 percent in the world oil supply. The resulting mismatches between supply and demand led to increasing oil prices.
This development, in turn, curtailed economic activity in the United States as a larger share of consumers’ household
incomes were diverted away from discretionary expenditures and toward energy consumption. What’s more, the higher
costs of production in many cases translated into higher prices for goods and services.
Different times, different circumstances
But there are some important differences between the earlier incidences of rising oil prices
and the more recent episodes. For one, in the 1970s unprecedented oil price increases were
associated with large and persistent upswings in the overall rate of price inflation in the
economy. In the 1990s it was a different story. Even though the Gulf War brought about a
nearly 8 percent drop in the world oil supply, the resulting rise in oil prices did not have any
persistent effect on the overall inflation rate. Measured inflation had actually tracked down
during the 1980s prior to the Gulf War, and this trend continued once oil prices stabilized in
1991 after the war.
In 1999 the rise in oil prices associated with OPEC (Organization of Petroleum Exporting
Countries) production cuts, amounting to about a 4 percent fall in world production, was
largely an attempt by OPEC to increase revenue in the face of high and strongly growing demand. Similarly, the decline in
oil prices during 2001 reflected weaker world demand and OPEC’s reluctance to jeopardize revenues by cutting
production. In both cases the impact on inflation and inflation expectations was relatively minor. Measured inflation
changed in the short term, but these developments have not significantly altered the outlook for low, stable inflation.
One possible explanation for the differing inflationary outcomes between the 1970s and the 1990s is a change in the
monetary policy response in the face of oil price shocks. Many economists have argued that in the 1970s the Federal
Reserve tried to counter the negative impacts of the oil price shocks on economic activity by adopting an expansionary
monetary policy stance. This policy may have inadvertently provided a stimulus to inflation — stimulus that persisted for a
considerable time. Monetary policy has become less accommodating of oil price shocks since then, suggesting that
concerns about an upturn in oil’s relative price are more likely to center on the increase’s effect on real economic activity
than on implications for the longer-term inflation outlook.
By John Robertson, assistant vice president of the regional research group

of the Federal Reserve Bank of Atlanta

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Economic Research

COVER STORY

Are We Running Out of Oil?
Both the availability and the cost of oil concern
Americans across the country. Consumers are
anxious not only about prices at the gas pump but
also about whether oil will be around for the next
generation.
ncreased unrest and instability in the Middle
East and in the oil-producing countries of Latin
America have again raised concerns about
recurring and persistent energy price
increases. Oil prices have moved widely over
recent years — from below $10 a barrel in 1998 to
over $35 a barrel in 2000 (see chart 1), and the
threat to future supplies is again becoming a highprofile issue in the United States.
At stake are not only consumers’ pocketbooks but
also the health of both the U.S. and world
economies, made even more tenuous by the
recent downturn in business activity. Beyond these
shorter-term concerns is the recognition that available supplies of oil are being depleted as oil use increases. As supplies
become scarcer, prices will inevitably rise, and many analysts wonder about the consequences for the U.S. economy.
What’s happened to oil supplies?
Several factors affect both the long- and short-term oil supply conditions, and these conditions, in turn, affect the U.S.
economy. The first factor is what the world’s oil reserves look like and what the prospects are for adding to those reserves.
The second consideration is where those reserves are and who has access to them. The final component is U.S. refineries’
ability to refine oil and get it to market.
At the end of World War II, known oil supplies stood at about 600 billion barrels, according to the U.S. Energy Information
Administration. Following the war, the economies of both the United States and the rest of the world expanded rapidly, and
consumption of these known supplies accelerated. However, as the result of new discovery, drilling and recovery
technologies, exploitable oil reserves increased even more rapidly than demand. In 2000 a U.S. Geological Survey reported
that known recoverable oil amounted to about 3 trillion barrels, a 20 percent increase over 1990 estimates of undiscovered
oil (see chart 2).
Even more impressive is the fact that an additional three trillion
barrels of known supply exist that are as yet unrecoverable
given current extraction technologies. To put this number in

CHART 1
Crude Oil Spot Price

perspective, consider that — with reasonable assumptions
about world economic growth — the known recoverable
supplies of oil would sustain the current rate of consumption for
somewhere between 63 and 95 years. Of course, the ability to
tap these reserves is critically dependent upon who possesses
them and how willing the owners are to sell their oil.
Where does U.S. oil come from?
The United States currently imports about 60 percent of the oil
that it consumes. About 50 percent of that oil comes from OPEC
Source: U.S. Energy Information Administration,
(Organization of Petroleum Exporting Countries). Persian Gulf
dated brent crude oil spot prices
OPEC countries account for about 26 percent of U.S. imports,
with Iraq supplying slightly under half of the oil the United States
gets from this region. Interestingly, oil from Iraq today makes up a much larger portion of U.S. oil imports than it did before
the Gulf War. Non-Gulf OPEC countries, and specifically Venezuela, account for about 14 percent of U.S. imports. With such
a high degree of dependence on foreign oil, it is no wonder that the United States is concerned about conditions in the
Middle East. The nation has a great deal at risk if oil supplies from that region, especially from Iraq, are disrupted for even a
short time.
Not only are the United States, Europe and the Far East dependent upon the Middle East for oil, but that area accounts for
the bulk of the world’s known reserves (see chart 3). Without a change in U.S. energy usage patterns, dependence on the
Middle East for future oil supplies will continue to increase as supplies are drawn down.
The ups and downs of oil prices
Currently oil is in plentiful supply (see chart 2), and the world is
in no immediate danger of running out of this resource. The
United States’ inability to convert crude oil into usable product,
however, may have played a significant role in the run-up in
domestic oil and gasoline prices during the summer of 2000 and
again in 2001.

CHART 2
Hypothetical Six Trillion Barrel World
Oil-in-Place Resources Base, 2000

Refinery capacity has lagged behind demand in the United
States, with existing refineries running at full or nearly full
capacity since the late 1990s. The roots of this capacity problem
were long in the making. Largely as result of the elimination of
price controls and allocations in 1981, relatively small and
Source: U.S. Geological Survey (2000)
inefficient refineries exited the industry, and refinery capacity in
the United States fell dramatically. Capacity utilization of the
remaining refineries increased, but virtually no new capacity was built.
Despite the rapid increase in demand for new refinery capacity during the 1990s, the combination of regulations, legal
questions and economic considerations limits the attractiveness of such investment for investors and oil companies. The
principal response to increased demand has been to increase capacity utilization. In 1998 measured capacity utilization
reached 96 percent, a number that may even understate actual utilization given that a certain proportion of capacity is
routinely sidelined for maintenance and improvements.
When U.S. oil prices spiked in the summer of 2001, the situation
wasn’t really an oil-supply problem. Even if more oil had arrived
on U.S. shores, there was no easy way to convert it into
gasoline. And varying environmental constraints on emissions
meant that refined gasoline in surplus areas couldn’t always be
transferred to where it was needed. For example, oil refined in
Texas could not necessarily be shipped to places like Chicago
because the Texas refining process might not be compatible

CHART 3
Global Consumption, Production and
Reserves of Oil

with Chicago’s emission requirements. Therefore, because of
capacity constraints, last summer’s high oil prices were
probably unavoidable.
Unfortunately, current data from the U.S. Energy Information
Administration suggest that the capacity utilization problem
hasn’t improved. As of June 2002, U.S. refineries were running
at 95 percent capacity, which is virtually identical to capacity
utilization in June 2001. Operable refinery capacity in 2002 is
about 16.8 million barrels of oil input per day, which is only 0.3
million barrels of oil per day greater than in 2001. Inventories
are on par with the midpoint of last year’s levels.

Source: U.S. Energy Information Administration,
Weekly Petroleum Status Report

A slippery issue
Even a cursory look at the oil supply and refining problems facing the United States suggests that a complex web of
structural, production and political issues interacts to affect short-run prices of gasoline and oil-related products. The longrun dependence on the Middle East for oil remains a fact of life. A harmonious settlement of local political problems in the
Middle East, as well as improvement of U.S. relations with that part of the world, is essential if shocks to energy supplies are
to be avoided.
While there is clearly no demonstrable shortage of oil in the world, it is apparent that by the end of this century, alternative
sources of cheap energy need to be found in order to maintain the current U.S. standard of living.
This article was written by Robert Eisenbeis, senior vice president and research director of the Atlanta Fed.
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Economic Research

COVER STORY

Energy Helps Power the Southeastern Economy
With energy use declining in the nation over the
past year, Southeastern states that depend on
producing and selling energy could begin to feel the
pinch.
s the economy powered down in 2001,
energy consumption in the United States
declined for the first time since 1990.
According to the U.S. Energy Information
Administration (EIA), energy consumption in the
United States totaled 96.51 quadrillion Btus (British
thermal units) in 2001, down from 98.77 quadrillion
Btus in 2000 and 96.76 quadrillion Btus in 1999.
Petroleum remains the largest source of energy in
the United States, accounting for 38.23 quadrillion
Btus, or nearly 40 percent of all energy consumed.
Natural gas and coal provide much of the rest at just
over 22 quadrillion Btus — about 23 percent of consumption — each. Even so, except for nuclear electric power, “wood,
waste, alcohol” energy (mostly a corn-derivative called ethanol that is blended into gasoline), and solar and wind power,
energy consumption declined last year for every source. Not surprisingly, the decline in energy consumption has had the
greatest impact on fossil fuel–producing states, especially those whose economies are less diversified and therefore more
dependent on energy companies for jobs and tax revenues. In the Sixth Federal Reserve District, every state except Georgia
produces oil and gas. But the industry’s greatest presence, by far, is in Louisiana.
Leading the way
Louisiana is one of the nation’s leading energy-producing states: It ranks fourth in crude oil production and fourth in
production of natural gas (excluding federal offshore drilling areas). The state’s extensive natural resources make it an
important player in the energy industry, but the industry has a disproportionate impact on the state’s economy.
According to a March study published by the Louisiana State University Center for Energy Studies, oil and gas drilling and
production activities on state leases have a direct economic impact of $733 million and an indirect impact of $249 million on
the state in a typical year. The study also reported that drilling and production on state leases in Louisiana produced 3,467
jobs with energy producers as well as an estimated 3,118 jobs in related fields. The industry had a significant effect on
government revenues too, according to the study, generating $432.4 million for state coffers and $57.3 million for local
governments.
Still, even allowing for the millions of dollars and thousands of jobs created by the oil and gas industry, Louisiana’s inability to
develop additional, non-energy-related industries remains its biggest economic challenge. The state’s dependence on the oil
and gas industry means that when energy prices and production decline, so does Louisiana’s economy. For example, from

1999 to 2000, when the U.S. economy grew well over 4 percent, Louisiana’s economy contracted 2.7 percent, according to
the U.S. Bureau of Economic Analysis. Only Louisiana and Alaska, another major energy producer, suffered such fates.
Considered apart from the state’s economy, however, Louisiana’s oil and gas industry seems to be in very good shape. The
state’s proven oil reserves have been revised downward in recent years, but federal offshore reserves in the Gulf of Mexico
are significant, and Louisiana-based companies and employees will continue to play a major role in extracting them.
A recent report by the EIA noted that after a long decline in the 1980s, natural gas accounted for 52 percent of the major
firms’ oil and natural gas production in the United States in 1999, driven by natural gas’ clean-burning properties and its
profitability relative to oil. Louisiana’s dominance as a natural gas producer preceded this shift toward the use of natural gas.
Taking credit
In addition to noting environmental concerns and profitability considerations, the EIA’s report on natural gas production finds
that a tax code provision has contributed to the major energy producers’ shift to natural gas. This provision, Section 29 of the
1980 Windfall Profit Tax Act, makes tax credits available to firms that produce certain qualifying fuels from wells drilled
between 1980 and 1992. Qualifying fuels include oil from shale and tar sands, wood fuels and synthetics from oil. The most
commonly claimed Section 29 credit, however, is for gas from coal seams, also called coalbed methane.
According to the EIA, the Section 29 credit, which is scheduled to expire this year, averaged $1.02 per thousand cubic feet of
gas in the 1990s, increasing the effective price received for eligible production by 53 percent. The effect on gas production in
the United States has been dramatic. The EIA reports that Section 29 companies increased U.S. natural gas production by 26
percent between 1990 and 1999 while production by other major companies not seeking the tax credits declined 14 percent
over the same period.

SIXTH DISTRICT ENERGY CONSUMPTION AND PRODUCTION
Consumption
State

Alabama

Population Rank
(in
(2000)
Millions)

Production

Total Energy
(Quadrillion
BTUs)

Rank
(1999)

Per
Capita
Energy
(Million
BTUs)

Rank
(1999)

Crude Oil
Rank Natural Gas Rank
(Thousands
(2000)
(Million
(2001)
of Barrels/Day)
Cubic Feet)

4.447

23

2.0

17

459

10

29

15

349,114

10*

Florida

15.982

4

3.9

6

255

47

13

19

5,706

16

Georgia

8.186

10

2.8

10

359

25

0

NA

0

NA

Louisiana

4.469

22

3.6

8

827

3

288

4

1,497,201

4*

Mississippi

2.845

31

1.2

27

437

11

54

10

107,540

13

Tennessee

5.689

16

2.1

16

378

21

1

27

0

NA

*Onshore and state offshore only; does not include federal offshore
Sources: Energy Information Administration, Louisiana Department of Natural Resources, Alabama State Oil and Gas Board
A hot market
Section 29 seems to have had a particularly dramatic effect on gas production in Alabama, the nation’s 10th leading natural
gas–producing state. As one of three states (along with Colorado and New Mexico) holding 75 percent of proved coalbed
methane reserves, Alabama’s coalbed methane production increased from 36.4 billion cubic feet in 1990 to 113.5 billion cubic
feet last year, when it accounted for 28 percent of the state’s natural gas production.
Alabama gas production has also received a strong boost from so-called state offshore (within three miles of the shore)
drilling, which increased from 19.9 billion cubic feet in 1990 to 201.9 billion cubic feet last year. The increase in coalbed
methane and state offshore production generated strong growth in Alabama’s natural gas production. Total natural gas
marketed production grew from 136 billion cubic feet in 1990 to 349 billion cubic feet last year. As for petroleum, the state
ranks 15th in crude oil production.

Unlike Alabama and Louisiana, Mississippi does not rank among the American Petroleum Institute’s top 10 oil and gas–
producing states. But its oil and gas production is not insignificant. The state ranks 10th in crude oil production and 13th in
natural gas production.
Tennessee and Florida also produce energy, but the sector is not significant to the economy of either state. Florida, which
ranked 16th in natural gas production with 5.7 billion cubic feet of gas marketed production in 2001 and 19th in crude oil
production, is perhaps more notable for its relative energy efficiency; the state ranks 47th in per capita energy consumption.
Tennessee produces no gas at all and ranks 27th in crude oil production.
For more information about energy consumption and production in the Sixth District, see the table above.
Energy as part of a diverse economy
One of the most significant national developments of the last 50 years has been the transformation of the Southeastern
economy. As millions of Americans made their way south for new jobs and new homes, the region’s economy began to
resemble the national economy in almost every respect, including, of course, energy consumption. The Southeast, like the
nation, now consumes far more gas and oil than it produces, adding to U.S. dependence on external oil production.
Nonetheless, for states such as Louisiana and, to some extent, Alabama and Mississippi, oil and gas production remain
significant influences on the economy, and their importance is unlikely to be diminished any time soon.
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Economic Research
INTERNATIONAL FOCUS

A Mixed Blessing: Oil and Latin American Economies
Latin America’s role as a key supplier of crude oil to the United States has received renewed attention as this country seeks
to reduce its dependence on crude-oil imports from the Middle East. But within Latin America, many countries struggle to
deal with the effects of volatile oil prices.
he United States depends on Latin
America for a significant portion of its oil.
In 2001 Mexico and Venezuela were
respectively the second- and fourth-largest
suppliers of U.S. oil imports, and for the month of
May 2002, Mexico surpassed Saudi Arabia as the
largest single supplier of crude oil to the United
States. Yet only a few Latin American countries —
Venezuela, Mexico, Ecuador and Colombia — are
large net oil exporters. Some countries, like
Argentina, have become self-sufficient and have
begun to export oil while others, including Brazil,
seek self-sufficiency in the coming decade. The
rest of the region, however, resembles the United
States in its dependency on oil imports. The
bottom line is that oil has a significant effect on the
economy of every Latin American country.
Oil’s importance to Latin America
Latin America’s oil economy and volatile oil prices
have varying impacts on the region’s economies.
High oil prices help large producers like Venezuela
and Ecuador that rely on exports for fiscal revenue and foreign exchange. For the net oil-importing countries of Brazil, Peru
and Chile, the price of oil is a key determinant of inflation, the cost of production, the trade balance and the strength of the
currency. Oil prices today are extremely volatile, and sharp fluctuations in oil prices contribute to macroeconomic volatility in
the region. Over the past 20 years, oil prices have been more volatile than the prices of other commodities like raw
agricultural products, ores and metals. The impact of this volatility varies according to a country’s relative dependence on oil
production and exports.
Oil dependency: Curse or blessing?
While individual nations might expect their large oil reserves to pave the way for economic development, the region’s major
oil-exporting economies have experienced difficulty in converting oil revenues into a continuous source of financing for
economic growth and development. Oil exports have represented a greater share of gross domestic product (GDP) in
Venezuela and Ecuador than in any other country in the region over the past 20 years, yet both economies have
experienced lower-than-average economic growth and higher inflation. Exports since the 1980s have averaged 20 percent
of GDP in Venezuela and 10 percent of GDP in Ecuador.

One reason for the poor performance of these two oil-exporting economies is the fact that the extensive revenue from oil
exports may be crowding out development in other economic sectors. This explanation, known as “Dutch disease” (named
after the impact of North Sea gas on the Dutch economy), suggests that the returns on investment in oil are so large that
they divert investment from other economic activities. In addition, the oil industry is capital-intensive, which means that it
generates less employment per dollar invested in new capital than other more labor-intensive industries.
Another drawback for these oil-dependent economies is that they can be further hurt by the impact of volatile oil export
revenues on the exchange rate. A surge in export revenues can lead to a surplus in a nation’s balance of payments, which
results in a stronger domestic currency. Foreign-exchange appreciation can have some unexpected spillover effects for
other parts of the economy. Appreciation of domestic currency results in a loss of competitiveness in other economic sectors
as imports become cheaper and exports more expensive. Even if domestic currency depreciates, local manufacturers of
tradable goods who were disadvantaged when the currency was strong may still be unable to fully capitalize on the
improved exchange-rate environment if the volatility in the currency discourages investment in other industries.
The examples of Venezuela and Ecuador demonstrate that
growth in oil exports does not necessarily translate to overall
economic growth. During the past decade, oil exports increased
on average 10 percent per year in these two economies, but
their overall economic growth rates reached on average only 1
and 2 percent, respectively. In Mexico, a country less dependent
on oil than Venezuela or Ecuador, real GDP grew on average
3.6 percent, and oil exports increased on average 5 percent
between 1991 and 2000. In a less oil-dependent economy like
Mexico, greater diversification of production can partially
compensate for volatility in the oil sector.

CHART 1
Venezuela’s Oil Export Revenues and
Fiscal Balance

For governments that are highly dependent on oil export
Source: World Development Indicators, World Bank
revenue, fluctuations in the price of oil can have a major impact
(2002)
on the fiscal balance. As oil prices rise, governments are able to
finance public expenditures. However, when export revenues
decline, there will inevitably be a fiscal shortfall. Oil stabilization funds represent one effort to compensate for oil price
volatility (see the sidebar), but a basic fact of political economy remains that governments find it far easier to raise
expenditures than to cut them.
In Venezuela, Ecuador and Bolivia a strong relationship exists between fiscal balance and oil export revenues as a
percentage of GDP (the impact of oil revenue on fiscal balance in Venezuela is highlighted in chart 1). In contrast, Mexico’s
economy was once highly dependent on oil export revenues, but the country has seen its fiscal accounts improve even as
oil export revenue as a percentage of GDP has declined (see chart 2).
Mexico’s government remains dependent on the state-owned oil company, Pemex, for 37 percent of its revenue; however,
the government has made significant strides in reducing fiscal deficits in the 1990s (see the sidebar). Mexico’s successful
export diversification and consequent reduced dependency on oil is due in part to its implementation of structural reforms in
the late 1980s and 1990s. By comparison, reforms in Venezuela and Ecuador have lagged behind the rest of the region.
Trade balance
For countries dependent on oil exports, volatile revenues can
also introduce pressures on the trade balance. Rising oil prices
and revenues tend to lead to a rise in imports of consumption
goods and services. However, when export revenues fall, less
revenue is available to import necessary intermediate and
capital goods and services, creating the need for other financing
sources. Generally, this situation leads to increases in public
debt.

CHART 2
Mexico’s Oil Export Revenues and Fiscal
Balance

For the region as a whole, oil exports as a percentage of overall
exports have declined over the past 20 years. Oil exports, on
average, were 28 percent of total exports between 1980 and
1990 while oil exports from 1991 through 2000 averaged 16
percent. On the other hand, manufactured-exports’ share in
total exports went from 27 percent on average for the 1980–90
period to 45 percent for 1991–2000.
In the region’s largest oil export–dependent economies, oil as a
Source: World Development Indicators, World Bank
share of overall exports declined in the 1990s compared to the
(2002)
1980s. Mexico and Bolivia show the sharpest declines. In
Mexico, this share fell to an average of around 13 percent from
1991–2000, down from 53 percent, while oil as a share of exports in Bolivia dropped to 13 percent in the last decade
compared to 40 percent in the 1980s. Ecuador’s oil-export share of total merchandise exports fell to 37 percent in the 1990s
on average. In Venezuela, the decline is not as drastic as in the other net oil exporter countries. The share of oil exports as a
percentage of total exports declined to 79 percent in the 1991–2000 period compared to 87 percent during the 1980s.
Mexico’s diversification of exports and consequent reduced dependency on oil revenue stands in marked contrast to
Venezuela’s lack of diversification. As the process of economic reform was implemented in the region and Latin American
markets became more open, Mexico pursued a strategy that led to a diversification in exports. Oil exports as a share of total
exports began to fall in the mid-1980s as Mexico’s manufactured exports increased rapidly, in part through the expansion of
the maquiladora sector. Maquiladoras are assembly plants, often located near the U.S.-Mexico border, where finished
products made of imported parts are assembled and exported; they flourished during much of the 1990s under the North
American Free Trade Agreement (NAFTA). A dramatic increase in Mexico’s total exports led to a decline in the share of oil
exports. During the same time period Venezuela’s dependence on oil shrank only marginally because the country never
diversified its export base.

Can Oil Stabilization Funds Reduce Macroeconomic
Volatility?

Volatile oil prices can wreak havoc on oil-exporting countries. In order to ameliorate the negative impact
of volatile oil prices, Colombia, Ecuador, Mexico and Venezuela have recently established oil
stabilization funds. The funds are based on the argument that governments should save windfall
earnings from periods when oil prices are high in order to spend such funds when prices fall.
Venezuela, for example, is more dependent on oil than any other country in Latin America with
year-2000 petroleum-export revenue accounting for approximately 23 percent of gross domestic
product, half of the government’s revenue, and 86 percent of exports. Consequently, the Venezuelan
economy undergoes cycles of expansion and contraction associated with the price of oil. The economic
swings are exacerbated by the fact that fiscal policy has traditionally been procyclical, with government
spending rising during the boom years and shrinking when revenues fall. An oil stabilization fund is a
tool that governments can use to enact countercyclical fiscal policies that could potentially reduce the
disruptive impact of a sharp drop in the price of oil.
Venezuela’s brief experience with its Macroeconomic Investment and Stabilization Fund (known as the
FIEM) suggests that stabilization funds are unlikely to be effective without a clear commitment to
countercyclical fiscal policy. Since Venezuela’s “rainy day” fund began operation in 1999, it has
accumulated $4 billion. The Chávez administration failed to make its obligatory deposits into the FIEM in
2001 and instead spent the funds on other government obligations. In 2002 the economy is expected to
shrink by 4.4 percent, and government-financing needs are approximately $9 billion. While the
government has announced that it will tap into the stabilization fund, the total resources in that fund are
not enough to cope with the shortfall. Furthermore, the government is drawing on the FIEM at a time
when oil prices are relatively high, rather than waiting for a “rainy day” when oil prices are low.
Net oil-importing countries
Many countries in Latin America, including Brazil, Peru and Chile, are net oil importers. Since petroleum is one of the main
inputs for the production and distribution of goods and services, these imports are relatively inelastic to changes in oil prices,
meaning that the consumption of fuel (including oil, lubricants, coal, natural gas and related products) varies little in
response to changes in the price of oil. This inelasticity means that increases in oil prices will have a direct impact on the
production costs of goods and services and can contribute to an increase in the inflation rate if these increased prices are
passed on to the consumer.
During the 1980s, oil price hikes were one of the main factors that increased production costs in Latin America and
contributed to higher inflation rates. As was the case with fuel exports as a share of total exports, however, fuel imports as a
share of total imports declined in the 1990s. On average, fuel imports as a percentage of total merchandise imports in Latin
America declined from 17 percent between 1980 and 1990 to 8 percent between 1991 and 2000.
Meanwhile, the share of manufactured imports as a percentage of total merchandise imports increased from 64 percent
(1980 to 1990) to 76 percent (1991 to 2000).
The process of trade liberalization and economic opening helped bring about the increase in manufactured imports into the
region in the 1990s. The economic reforms implemented in the early 1990s included the promotion of foreign investment
and the adoption of new technologies and modes of production that spurred growth in imports of intermediate capital goods.
Throughout Latin America inflation rates have been declining since the economic reforms of the 1990s, and the decline in
the share of fuel imports as a percentage of total imports has served to further reduce the impact of fluctuating oil prices on
the inflation rate.

Opening Up Mexico’s Protected Energy Sector
Mexico’s 1938 nationalization of its oil industry is an enduring symbol of national sovereignty and
independence. The constitution grants Mexico’s national oil company, Pemex, the exclusive right to
produce and explore oil and gas and prohibits it from selling such rights to a third party. As Mexico
seeks to expand exploration, however, these restrictions on foreign investment become an increasing

burden. Mexico has proven oil reserves of 24 billion barrels compared to 22 billion barrels in the United
States. Yet Pemex by itself lacks the financial capacity to fund a rapid expansion in the exploration of
these resources. Because the federal government receives 37 percent of its revenue from Pemex, the
company is further limited by its crucial role in financing the public sector. For example, some analysts
argue that with sufficient foreign investment, Mexico could begin exploiting its gas-rich Burgos Basin
within two years, but Pemex would need seven years to carry out the project by itself.
In the face of political opposition, Mexican President Vicente Fox has pledged to increase international
investment in the energy sector. Under current arrangements, foreign energy firms play a limited role
and receive a flat fee to perform a specific task under a one- or two-year contract. Pemex has managed
more than 1,100 of these contracts since 1997. A new government proposal would initiate multiservice
contracts allowing a small number of firms to manage numerous service contracts that would last 10 or
20 years. Whether multiservice contracts will be upheld as constitutional is not clear, nor is it clear
whether foreign firms will find their terms and conditions promising enough to merit the costs of largescale investment. In the event that multiservice contracts do not take off and an increase in foreign
investment does not materialize, Pemex — and Mexico — will have to continue to go it alone.

Good news and bad news
The impact of oil prices on Latin American economies varies depending on whether a given country is a net importer or a
net exporter of oil. Whenever oil prices rise, countries like Venezuela or Ecuador that are net exporters of oil stand to benefit
in the short run. On the other hand, net fuel importers like Chile and Peru are certain to cheer a drop in prices. Although
some countries possess large oil reserves, the benefits of large oil revenues have not been fully exploited. In fact, the
region’s policymakers have found it difficult to direct or channel these resources to other productive activities.
The fate of the region’s oil exporters suggests that it is the management of oil resources, not oil wealth itself, that can create
economic distortions. In some cases, large oil revenues have depressed other economic sectors, curtailing their
development and growth. In countries that are dependent on large oil exports, the volatility of oil prices has tended to add to
economic uncertainty and instability.
For other oil-exporting countries in the region, structural reform and the expansion of trade have reduced most countries’
dependence on oil as the primary source of government revenue. Mexico is an example of one country that has greatly
diversified its export base and is consequently far less dependent on oil exports than was the case 20 years ago. For Latin
America, vast oil reserves can be a mixed blessing since oil itself is no guarantee of rapid economic development.
This article was written by Stephen J. Kay and Myriam Quispe-Agnoli of the Atlanta Fed’s Latin America Research Group.
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Economic Research

REGIONAL FOCUS

Temps Have a Permanent Place in the Workforce
Temporary employment arrangements can benefit both employers and workers. Businesses can cut costs and maintain
staffing flexibility; employees can gain experience and training. While still not a large share of total payroll employment, the
temp industry is growing both regionally and nationally and appears to have important implications for businesses and
policymakers.
ur parents may have retired from their
jobs after 30 or 40 years, receiving the
obligatory gold watch and framed
certificate. Today many of us have
changed careers, much less jobs, several times,
and we see a growing number of people in our
workplaces who won’t be there thirty days, much
less thirty years.
Over recent decades, job permanence has given
way to job flexibility, and temporary workers have
become an increasing and more important part of
the workforce. The impact of temporary workers on
overall employment and on the economy as a
whole may have important implications for
businesses and for the policymakers who seek to
understand the temporary help industry’s cyclical
nature and its role as an economic indicator.
Between 1979 and 1995 the number of workers employed by temporary-help supply services grew at an annual rate of 11
percent — five times the rate of growth for total employment. As a result, temporary services’ share of total employment also
grew. Still, in 2001 estimates of temporary workers made up only a small percentage of total employment, estimated
between 1.7 and percent of the total labor force (see chart 1). In the Sixth Federal Reserve District states, temp services as
a proportion of total state employment rates range from a high of 2.7 percent in Georgia to a low of 0.9 percent in
Mississippi.
A temp or not a temp? That is the question . . .
Temporary employment varies from contract and seasonal employment to employment-agency placements in jobs that may
last only a few hours. Temporary employment provided through staffing firms can be divided into two broad categories:
temporary help and employee leasing.
Temporary help represents employees hired to meet employers’ short-term or project-specific needs. Employee leasing is
typically a longer-term contractual relationship between a leasing agency and an employer; the agency assumes
responsibilities such as payroll, taxes and possibly even management of the leased employees.

Why use temps?
A recent survey by the Upjohn Institute for Employment
Research found employers demand temporary workers for a
broad range of reasons. Using temps allows firms to adjust
more easily to workload fluctuations and employee absences.
Companies that hire temporary workers also enjoy lower
employee-screening and hiring and firing costs because
temporary help agencies bear some of those expenses. And
using temps saves firms health insurance and pensions-related
costs. For example, the Upjohn survey notes that in 2001 only
10 percent of temporary workers had employer-provided health
insurance and only about 7 percent were included in employer
pension plans. In comparison, roughly 55 percent of permanent
workers received health insurance and 47 percent had a
pension plan through their employer, according to a study by
David Autor of the Massachusetts Institute of Technology.

CHART 1
Temporary Help Employment as a
Percent of Total Payroll and Services
Employment

Note: All figures are as of the first quarter.
Source: Bureau of Labor Statistics

In addition, firms may save on salaries because temporary workers are paid roughly 20 percent less, on average, than
permanent workers are. A temp worker earned $396 weekly in early 2001, significantly below the roughly $500 per week
paycheck of a permanent employee. Even taking into account the fees paid to the staffing agency, roughly three-quarters of
firms surveyed found temporary employees’ total compensation costs less than those of permanent employees.
Steve Berchem, vice president of the American Staffing Association, says that many businesses use temps to help out
during unexpected increases in demand or to fill in for absent regular employees. This labor flexibility will continue to be an
important market factor in the use of temporary help. In fact, workforce flexibility was a critical driver behind the recordbreaking expansion of the U.S. economy during the last decade, and Berchem predicts that more businesses will turn to
staffing companies to help meet their labor needs as they understand the importance of such flexibility.
Many workers may also benefit from temporary employment arrangements. Temporary employment can allow workers to
balance work and personal activities. And temporary employment provides both work experience and training. Manpower
Inc., one of the country’s largest staffing firms, estimates that it trains 100,000 temporary workers a year in office-automation
software. For some workers, temporary jobs serve as a pathway to permanent jobs. Although some workers may choose
temporary work for experience and training, over half of temporary workers in 2001 preferred permanent employment.
Here, there and everywhere
In 2001, according to the Bureau of Labor Statistics’
Current Population Survey, there were 5.4 million
temp workers, who accounted for 4 percent of total
national employment. The demographic
characteristics of these temps have remained
relatively stable since the BLS started the survey in 1995. Temporary workers are employed in nearly all occupational areas,
but they tend to be most heavily represented in professional specialties, administrative support, general services, precision
production and farming.
One of the significant trends in temporary employment, however, is the steady decline in the number of temps used in
manufacturing. In 1995, one-third of all temporary agency–employed workers were employed in the manufacturing industry.
By 2001 that portion had fallen to one-fifth.
In recent years, minor increases in temporary employment have been noted in the transportation and utilities industries. But
the largest gains have come in services. Pam Scheibenreif, area manager for Royal Staffing Services Inc. in Atlanta and
current president of the Georgia Staffing Association, noted a large growth market for staffing of “contact” centers, or call
centers, which companies use to handle customer inquiries.
Consistent with population rankings as a whole, the temporary help industry has a strong presence in the Southeast, with

Florida and Georgia among the top 10 states in terms of percentage of total workforce and in terms of industry receipts (see
the table); Tennessee ranks nineteenth. The Atlanta metropolitan area is the region’s largest single market, ranking eighth in
the nation for temporary help services. The Miami and Tampa markets also rank among the nation’s largest.

Sixth District Staffing-Industry Profile
Alabama

Florida

Georgia

Louisiana

Mississippi

Tennessee

50.9

345.9

163.5

45.6

17.8

75.7

2.7

5.4

4.5

2.5

1.6

2.8

33.7

144.3

95.9

38.6

10.4

53.8

Percent of total employment

1.8

2.2

2.7

2.1

0.9

2.1

Employee leasing employment3

14.8

199.6

64.5

5.0

6.2

15.4

Percent of total employment

0.8

3.1

1.1

0.3

0.6

0.6

Total employment
through staffing services1
Percent of total employment

Temporary help services
employment2

1Includes temporary help services, employee leasing, and two minor categories not listed in the table — executive search

and permanent placement.
2Employees hired to meet employers’ short-term or project-specific needs.
3Typically a longer-term contractual relationship between a leasing agency and an employer; the agency assumes

responsibilities such as payroll, taxes and possibly even management of the leased employees.
Note: All staffing numbers are in thousands.
Source: Staffing Industry Sourcebook, 2000–2001

Temps on the rise
Overall, temporary help employment has been a positive force in a slower economy. “The increased hiring in temporary
personnel services is a good indication that employers, while hesitant to make long-term hiring decisions at this point, need
additional workers to meet their current demands,” said Georgia Labor Commissioner Michael Thurmond. “The additional
hiring in this sector represents 38 percent of all jobs created in Georgia since January 2002.”
Many businesses in the region have also noted a rebound in temporary employment beginning this year, and this trend is
reflected in the national and regional data. Scheibenreif said, “Business is picking up, but we are still below year-ago levels.”
Some staffing firms have also noted that business is improving, and they expect demand for temporary workers to continue
to rebound. In the Atlanta area, personnel services employment has shown steady improvement this year, and employment
levels are back to year-ago levels.
Not only is the number of temporary employees on the rise, but
the number of temporary-help supply establishments has also
grown in recent years. According to Staffing Industry Analysts
Inc., there were over 20,000 temporary help supply offices in the
United States and Canada in 2000. If offices that provide
employee leasing and permanent placement services are
included, that number rises to over 30,000. The number of
franchised or licensed offices of staffing companies in operation
in North America doubled in the second half of the 1990s, an
impressive growth rate. The recent economic downturn resulted
in some closings, but the overall growth trend appears to be

CHART 2
Contribution of Temporary Workers
to Payroll Employment Change

well established.
Part of the cycle
As chart 1 indicates, temporary workers make up an increasing,
yet still small, proportion of total payroll employment.
Notwithstanding the modest absolute size of temporary
employment, fluctuations in the industry comprise a substantial
segment of variation in total payroll employment over the
business cycle.
Note: All figures are as of the second quarter.
Despite the fact that temporary employment comprises about 2
Source: Bureau of Labor Statistics
percent of payroll employment, fluctuations in temporary jobs
contributed negative 0.3 percentage point to the 1 percent net
decline in payroll employment over the latest employment downturn (see chart 2). This pattern contrasts slightly with
temporary employment trends through the 1981–82 and 1990–91 recessions, when the decline in temporary jobs added
only marginally to the overall payroll decline. Given the nature of temporary employment and the increasing use of
temporary help by private firms, temporary employment appears to have a growing importance in labor market fluctuations
over the business cycle.
Is temporary employment a leading indicator?
Temporary employees are typically “marginal” workers. They’re the first to be dismissed as business conditions deteriorate
because they tend to have lower productivity than permanent employees, and the firing costs are lower as well. As demand
for workers increases, it should follow that temporary workers are the last hired as well. But when the economic outlook is
uncertain, the pattern is more likely to be an increase in hours worked by existing employees, the hiring of low marginal cost
temporary workers and, as economic uncertainty diminishes, the addition of workers to permanent payrolls. In this scenario,
temporary workers provide employers with additional workforce flexibility.
Chart 2 shows that fluctuations in temporary jobs
have generally occurred along with broader changes
in total payroll employment through the 1980s and
1990s. But over the most recent downturn, temporary
employment appears to have led slightly the
downturn in overall employment and now appears to
be preceding broader growth in payroll employment.
Temporary employment rose by 126,000 workers between February and May 2002 whereas overall employment expanded
by only 42,000 workers.
Temporary help means business
Temporary employment has grown substantially over the past decade relative to other employment categories in the nation
as a whole and in the Southeast. While contributing only modestly to employment changes during the 1981–82 and
1990–91 recessions, fluctuations in temporary jobs have been a considerable proportion of total employment variation
through the most recent recession. Staffing industry data show trends in the Southeast that reflect recent national
employment patterns. Given the evolving nature of temporary employment and its importance in recent payroll employment
fluctuations, developments in this segment of the labor market warrant continued close scrutiny.
This article was written by Michael Chriszt of the regional team of the Atlanta Fed research department.
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Economic Research

Research Notes and News highlights recently published research as well as other news from the Federal Reserve Bank of
Atlanta. For complete text of summarized articles and publications, see the Atlanta Fed’s World Wide Web site at
www.frbatlanta.org/publ.cfm.

Federal funds futures prices and monetary policy
The federal funds futures market enables market participants to both hedge interest rate risk and speculate on interest rate
movements. Prices of federal funds futures also reveal market participants’ expectations about changes in Federal Open
Market Committee (FOMC) policy. This information allows monetary policymakers to assess the degree to which asset
prices already reflect potential policy moves and these prices’ likely reaction to policy changes that deviate from market
expectations.
In a recent article Jeff Moore and Richard Austin examine the relationship between U.S. monetary policy changes and
futures market participants’ ability to forecast these changes. Previous research has shown the federal funds futures market
to be a relatively good forecaster of changes in the fed funds rate on average. But these studies treated futures market data
as a single sample and failed to take into account the significant changes in forecast error behavior over different periods of
the monetary policy cycle.
Moore and Austin find that futures market forecast error mean and variance differ substantially over various stages of the
monetary policy cycle, with overall performance improving considerably in the latter half of the 1990s before deteriorating
sharply through 2000 and 2001. The data also reveal both substantial overshooting and undershooting by futures prices
around turning points in the path of the funds rate. Finally, the evidence suggests that increased disclosures of information
by the FOMC during the past decade have played only a minor role in improving futures market participants’ forecasting
performance.
ECONOMIC REVIEW
SECOND QUARTER 2002

Global banks, local crises: Bad news from Argentina
Banking crises have been a recurrent phenomenon in Latin America over the past few decades. Some have argued that the
internationalization of the banking sector has ushered in a new era: What used to be systemic risk from the perspective of
local banks with undiversified portfolios might no longer be systemic from the standpoint of large international banks.
Argentina’s experience shows that the presence of international banks was not enough to prevent local banking crises and
sizable losses to depositors. The “bad news” from Argentina, according to a recent article by Marco Del Negro and Stephen
J. Kay, is that depositors in emerging markets may not reap the full benefits of international portfolio diversification because

international banks have limited liability, at least under some circumstances — for instance, when the local government
heavily intervenes in the banking system. The authors emphasize that while the limited-liability feature of international banks
may seem bad ex post — and, of course, it is from the perspective of Argentine depositors — this feature may well be
desirable, perhaps even necessary, ex ante.
The article first presents evidence of the globalization of the banking sector in Latin America and the dramatic increase of
the phenomenon in the late nineties. After reviewing the literature on the pros and cons of international banks in emerging
markets, the authors focus on the legal issues behind the limited-liability feature. The authors examine the new evidence
that Argentina’s recent experiences provide and conclude by analyzing the pros and cons of the limited-liability feature.
ECONOMIC REVIEW
THIRD QUARTER 2002

Latin American conference proceedings now
online
Financial liberalization is one of the most pressing goals for
policymakers in Latin America today as policies aimed at
expanding, diversifying and modernizing financial services foster
greater participation in the global economy. However, liberalization
also presents new dilemmas.
To offer a perspective on these issues, the Latin America Research
Group of the Federal Reserve Bank of Atlanta sponsored the
conference Domestic Finance and Global Capital in Latin America.
Regulators, policymakers, bankers and academics met in
November 2001 to discuss policy concerns related to opening and
developing Latin American financial markets. Original research
explored theoretical issues related to capital flows and
liberalization, banking sector issues and the workings of financial
markets. The conference concluded with a roundtable on monetary
and regulatory policy in which policymakers and academics
discussed their experiences in modernizing the region’s capital
markets as well as their concerns going forward.
The entire conference proceedings are now available on the
bank’s Web site at www.frbatlanta.org/econ_rd/larg/larg_index.cfm.

How do WSJ survey forecasters measure up?
Twice a year the Wall Street Journal surveys a group of
forecasters for their forecasts of several key macroeconomic
variables designed to characterize the economy’s future
performance. The Journal publishes the forecasts and provides a
ranking of a few of the top forecasters based on how close the
forecasts of the variables are to their realized values.

ATLANTA FED DOLLAR INDEX

The dollar continued its decline in April and May
2002 against the 15 major currencies tracked by
the Atlanta Fed. Decreases were registered on all
subindexes except the Americas subindex,
which remained unchanged in April but rose
slightly in May. The dollar again declined in June,
for the fourth consecutive month, and decreases
were registered on all subindexes except the
Americas subindex.
Note: For more detailed, monthly updates and
historical data on the dollar index, see the Atlanta
Fed’s World Wide Web site at
www.frbatlanta.org/econ_rd/dol_index/di_index.cfm.

The methodology used to rank the forecasters scores them on the sum of the weighted absolute percentage deviation from
the actual realized value of each series; the weight for each series is simply the inverse of the actual realized value of the
series. This performance-assessment method may become distorted, and even undefined, when the realized value is close
to or equal to zero. Also, it does not consider the correlations in the data among the variables being forecast.
In a recent working paper, Robert Eisenbeis, Daniel Waggoner and Tao Zha propose a methodology that is designed to be
used to assess the accuracy of any type of forecast and that both yields a measure of joint forecast performance and
provides a single measure of how similar a joint forecast is to those of other forecasts. The method also allows the authors
to assess the collective forecast accuracy of a set of forecasts flowing from economic models or individual forecasters and
the accuracy of those forecasts over time. Finally, the method provides some indication of how tightly the forecasts are

clustered around the realized values and can be used to compare judgmental forecasts as well as those of formal
econometric models.
Among many results, the authors find great variability among forecaster performance over time, which serves to illustrate
how difficult economic forecasting is.
WORKING PAPER 2002-8A
JULY 2002
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Economic Research
THE STATE OF THE STATES
Recent events and trends from the six states of the Sixth Federal Reserve District
Alabama
• Honda Motor Co. will add a $425 million assembly line to
its Lincoln auto plant, creating 2,000 jobs by 2004.
Honda’s expansion means that the plant will double its
output of the Odyssey minivan and V-6 engine to 300,000
a year.
• Bender Shipbuilding and Repair Co. Inc. of Mobile has
been awarded an $8 million contract to refurbish the
frigate USS Stephen W. Groves. About 125 employees
will be assigned to work on the ship.
• Higher prices for steel have boosted production in the
region. Demand for domestic steel has surged following a
series of tariffs on imported steel. One Alabama company
recently ramped up production to an all-time high and is
expected to reach full production capacity by year-end.

Florida
• Guests headed to Disney World are reportedly waiting
until the last minute to book their travel, and international
visitors are still lagging behind last year. Nevertheless,
hotel occupancies in the area are at about 90 percent of
normal capacity in part because of discounting.
• The chairman of the Travel Industry Association reported
that Florida tourism, while recovering to near-2000 levels,
won’t surpass record tourism levels until 2004. Tourism
officials say that the decline in fly-in visitors has been
offset in part by a considerable increase in the number
arriving by car.
• Agere Systems Inc. granted a reprieve to more than
1,000 workers at its Orlando microchip manufacturing
plant, announcing that it would keep the plant open for at
least two more years. The plant manufactures chips used
in telecommunications equipment.
Georgia
• Market observers in Atlanta have seen an improvement in
industrial leasing recently. Preliminary numbers indicate
that the market had absorbed nearly 2 million square feet
of space at midyear compared to 2.57 million square feet
of space leased during all of last year.
• Georgia ports posted another year of double-digit
increases in tonnage. During the fiscal year ending June
2002, the state’s ports moved 11 percent more cargo than
in the previous year. This increase followed last year’s

record 20 percent growth. As port workers on the West
Coast negotiate a labor contract and strike possibilities
loom, some shipments from Asia are being diverted to
Georgia.
• Toyota Motor Co. will build a $60 million parts plant in
Jackson County that will create 120 new jobs over the
next few years. The plant will make compressors for auto
air conditioners.
Louisiana
• The gaming business on boats and in video-poker
establishments in Louisiana has improved during the
current fiscal year. The state is expected to realize about
$30 million more in revenues than projected.
• The Louisiana oil industry’s average rig count rose to 161
in July from 156 in June; the U.S. rig count climbed to 856
from 842. The average price for Louisiana sweet crude oil
rose slightly to $27.11 per barrel in July compared to
$25.57 per barrel in June.
Mississippi
• The state’s casino coffers continued to grow. Through
June, gross gambling revenues statewide were up 2
percent over last year. The 12 casinos on the Gulf Coast
saw their revenues rise 1 percent last month.
• Nissan Motor Corp. has announced that it will further
expand its Canton, plant. The $500 million expansion,
which means 1,300 new jobs, will accommodate an
annual production of 150,000 Altimas.
• A commercial rocket motor manufacturer plans to invest
about $250 million in construction of a new plant near
Iuka. The facility is expected to eventually employ 600
workers.
• Mississippi’s governor called for a special legislative
session to approve a $31.5 million incentive package for
the expansion of Laurel-based Howard Industries. The
expansion will create 2,000 jobs at a new Howard
Industries manufacturing division.
Tennessee
• A new manufacturer, Astec Industries Inc., plans to
stimulate the economy of Loudon with the opening of an
equipment plant that will employ 250 people. The plant
will be located in the old John Deere manufacturing
facility.
• Tennessee’s unemployment rate was a relatively low 4.8
percent in June compared to a 5.8 percent rate for the
nation. Total nonfarm employment fell 0.6 percent in the
second quarter following a 0.5 percent rebound in the first
quarter.
• While working under a temporary budget that furloughed
more than half the state’s workforce in early July,
legislators approved a $933 million tax increase, the
largest in the state’s history. The greatest portion of the
tax hike will come from a 1 percent sales tax increase.

Compiled by the regional section of the Atlanta Fed’s research department
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Economic Research
Southeastern Economic Indicators
Alabama

Florida

Georgia Louisiana Mississippi Tennessee

6th
District

U.S.

Total Payroll
Employment
(thousands)a

2002Q2

1,898.7

7,178.7

3,890.4

1,929.0

1,129.5

% change
from

2002Q1

–0.1

0.0

0.3

–0.1

–0.

–0.6

0.0

0.0

% change
from

2001Q2

–0.8

–0.2

–2.2

0.0

–0.2

–0.2

–0.6

–1.1

Manufacturing
Payroll
Employment
(thousands)a

2002Q2

329.1

448.0

538.9

177.2

207.7

466.0

2,166.9

16,776.3

% change
from

2002Q1

–0.8

–0.6

0.5

0.1

–0.1

–0.4

–0.2

–0.6

% change
from

2001Q2

–3.2

–5.6

–2.3

–3.1

–3.2

–2.7

–3.4

–6.1

2002Q2
Civilian
Unemployment
Ratea

5.6

5.2

4.7

6.1

6.8

5.0

5.3

5.9

2,703.4 18,729.7 130,716.7

Rate as of

2002Q1

5.6

5.4

4.6

5.8

6.5

5.5

5.4

5.6

Rate as of

2001Q2

5.1

4.5

3.9

5.8

5.1

4.4

4.6

4.5

Single-Family
Building
Permits
(units)b

2002Q2

15,747

115,206

77,975

14,858

8,637

28,496

% change
from

2002Q1

–8.2

–14.7

6.8

–3.9

2.5

4.1

–5.6

0.4

% change
from

2001Q2

14.5

–1.9

1.9

10.9

–0.3

5.9

1.7

4.7

Multifamily
Building
Permits
(units)b

2002Q2

12,700

63,132

25,343

3,473

3,158

3,614

111,421

450,618

% change
from

2002Q1

209.6

2.4

10.4

90.8

–26.7

–17.7

12.3

8.6

% change
from

2001Q2

399.9

38.8

15.0

9.8

150.1

–51.0

36.1

12.0

Personal
Income
($ billions)b

2002Q1

110.4

476.5

242.5

109.2

63.4

155.6

1,157.7

8,705.2

% change
from

2001Q4

1.3

1.3

1.6

0.8

2.3

2.1

1.5

1.4

260,918 1,304,282

% change
from

2001Q1

2.3

3.5

2.9

3.0

3.3

Atlanta Birmingham Jacksonville

Miami

Nashville

2.3

3.1

1.7

New
Orlando
Orleans

Tampa

Total Payroll
Employment
(thousands)a

2002Q2

2,144.9

485.2

572.3

1,041.9

686.1

622.5

904.0

1,223.9

% change
from

2002Q1

0.1

0.0

0.0

0.6

0.1

–1.0

–0.1

–0.2

% change
from

2001Q2

–2.8

–0.1

0.9

0.7

0.5

–0.8

–1.0

–0.8

2002Q2
Civilian
Unemployment
Ratea

4.9

4.1

5.1

7.3

3.8

5.4

5.2

4.3

Rate as of

2002Q1

4.8

4.0

4.9

7.6

4.1

5.2

5.7

4.4

Rate as of

2001Q2

3.2

3.1

4.0

6.5

3.2

5.0

3.5

3.5

a

Seasonally adjusted

b

Seasonally adjusted annual rate

SOURCES: Payroll employment and civilian unemployment rate: U.S. Department of Labor, Bureau of Labor Statistics. Initial
unemployment claims: U.S. Department of Labor, Employment and Training Administration. Single- and multifamily building
permits: U.S. Bureau of the Census, Construction Statistics Division. Personal income: Bureau of Economic Analysis. Quarterly
estimates of all construction data reflect annual benchmark revisions. All the data were obtained and seasonally adjusted by
Regional Financial Associates. Small differences from previously published data reflect revisions of seasonal factors.
For more extensive information on the data series shown here, see the Atlanta Fed’s World Wide Web site at
www.frbatlanta.org/publica/econ_south/2002/q3/dist_data.htm.

Total Payroll Employment

Manufacturing Payroll Employment

Civilian Unemployment Rate

Single-Family Building Permits

Multifamily Building Permits

Personal Income

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