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Maryland’s Competitiveness:

Where We Lead, How We Lag

Gary D. Keith

Regional Economist – M&T Bank

November 2, 2011







Hyatt Regency Chesapeake Bay Resort

Inflation Adjusted Change From Q1 2007



Relative Growth in Gross State Product

Maryland vs. United States

7% A Solid Recovery From the

6% Great Recession… 6.6%

Forecast

5% Maryland’s GDP has grown at

4% nearly three times the U.S.

3%

average since Q1 2007 Maryland

2% 2.3%

1%



0%



-1%



-2% United States

-3%



-4%

Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3



2007 2008 2009 2010 2011

Source: U.S. Bureau of Economic Analysis, Moody’s Analytics 2

Predicted Growth in

Economic Activity Six Months in the Future



Maryland Leading Economic Index

4%

R R

E E

3% C C

E E

S S

2% S S

I I

O O

N N

1%



0% 0.25%

-1%

The models include the following

variables that lead the economy: …But a Cloudy

-2%

(1) state-level housing permits (2), Outlook For 2012

state initial unemployment claims,

-3%

(3) delivery times from the Institute

for Supply Mgt manufacturing

Momentum has

survey, and (4) the interest rate faltered since the

spread between the 10-year

-4% Treasury and the fed funds rate first half of 2011



-5%

97 98 99 00 01 02 03 04 05 06 07 08 09 10 11

Sept

Source: Federal Reserve Bank of Philadelphia 3

Federal Spending as a Percent of GDP

“Super Committee” Cuts Pose Downside Risk

Federal spending cuts could act as a stiff headwind for

35%

Maryland’s near-term economic growth





30%

32.3%



25%





Maryland

20%

2010 Rank – 6th 21.9%



15%

United States

10%



00 01 02 03 04 05 06 07 08 09 10

Fiscal Year Ending September 30



Sources: U.S. Census Bureau, Bureau of Economic Analysis 4

Public Policy Objective

Question: How
 can
 Maryland
 maintain
 robust
 
 


 
 and
 sustainable
 economic
 growth
 
 


 
 and
 generate
 quality
 jobs
 with
 higher
 


 
 salaries
 and
 long-­‐term
 impact?



Answer: Continuously
 pursue
 policies
 that
 
 
 


 
 
 
 accentuate
 competitive
 strength


 
 
 
 (“Where
 We
 Lead”)
 and
 reduce
 

competitive
 
 
 
 drags
 (“How
 We
 Lag”)
 


 


 
 
 
 
 
 
 
 -­‐
 Be
 unique,
 not
 generic
 
 


 


 
 
 
 
 
 
 
 -­‐
 Tell
 our
 story
 to
 the
 world
 
 

5

No Shortage of Opinions…

April 2011 May 2011 June 2011 June 2011









June 2011 September 2011 October 2011 November 2011









6

The Problem With These Type of Studies



“How Does Maryland Really Stack Up?”

State Technology North American Chief Executive

& Science Index Business Costs Magazine

January 2011 April 2011 May 2011







2 nd

45th 37 th

No Change Up 2 spots Down 3 spots





CNBC.com ALEC-Laffer Site Selection

“Best Places” Index Competitiveness Index “Business Friendliness”

June 2011 June 2011 November 2011





29 th 21st 21st

Down 2 spots Up 8 spots Up 5 spots



7

Metrics That Matter

“Where
 We
 Lead” “How
 We
 Lag”
 

Economic
 Performance
  Business
 Cost
 Competitiveness
 

Workforce
 Quality
 
 
 
 
 
 Labor
 Costs
 


 
 
 
 
 
 Tax
 Burden
 

Innovation
 &
 Productivity
 


 
 
 
 
 
 Commercial
 Energy
 Costs
 

Access
 to
 Capital
 

Liability
 /
 Regulatory
 

Global
 Focus
 
 
 
 Environment
 

Fiscal
 Stability
  Infrastructure
 Performance
 

Quality
 of
 Life
 
 

State
 Pension
 Funding
 Gap
 







8

Chamber Priority: Create a Competitive Business Climate and Encourage Job Growth





Real Gross State Product Growth 2007-10

Overall Regional Avg Annual

Rank Rank Growth



5 1 West Virginia 2.2%

8 2 Virginia 1.2

11 3 MARYLAND 1.0

15 4 Massachusetts 0.8



16 5 Kentucky 0.5



18 6 New York 0.5



19 7 Pennsylvania 0.5

1% or More 20 8 Vermont 0.4

0.1% to 0.9%

23  9 Connecticut 0.2

0% or Less

26 10 North Carolina 0.0

Top State:

North Dakota 5.7% U.S. Average: -0.1%

Source: U.S. Bureau of Economic Analysis 9

Chamber Priority: Create a Competitive Business Climate and Encourage Job Growth





October 27, 2011 Economic complexity reflects the

Harvard University & MIT amount of knowledge embedded

in the productive structure of an

economy



Over time…it explains 75% of the

variance in GDP and per capita

income across countries



The most prosperous societies hold

a diversity of knowhow and are able

to recombine it to create a larger

variety of smarter/better products

and services



The policy message is clear: Create

an environment—and workforce—

where productive activities that are

relatively more complex can thrive

10

Change From 2000



Relative Change in U.S. Real GDP

by Industry Sector

40% “High Value Added” Services

Information, professional, scientific, business

Recession
 

35% real estate, heath care and education services



30% Manufacturing, construction, mining



25% All other private sector industries

28.9%

20%





15%

R

E

17.6%

C

E

10% S

S

I

O

5% N
 





0%





-5%

-1.2%

-10%

00 01 02 03 04 05 06 07 08 09 10

Source: U.S. Bureau of Economic Analysis 11

Chamber Priority: Create a Competitive Business Climate and Encourage Job Growth



Measure Share of State GDP Derived From

“High Value-Added” Services—2010

Why it Matters States with large clusters of high value-added service providers*

are better positioned to have above average economic, job growth

Top 10 States Bottom 10 States

Rank GDP Share Rank GDP Share



1 Massachusetts 49.1% 41 West Virginia 29.0%

2 New Jersey 45.7 42 Oklahoma 28.8

3 MARYLAND 45.4 43 North Dakota 28.5

4 New York 44.4 44 Indiana 28.2



5 California 44.0 45 Louisiana 26.8

6 Colorado 43.1 46 Mississippi 26.5

7 Virginia 42.5 47 Iowa 26.4

8 Rhode Island 42.3 48 South Dakota 25.3

9 Florida 42.1 49 Alaska 23.0

10 Pennsylvania 41.3 50 Wyoming 17.7

* Information, professional, scientific, business,

U.S. Average = 38.3% real estate, health care and education services



Source: U.S. Bureau of Economic Analysis 12

Change From January 2000



Relative Change in U.S. Employment

by Educational Attainment

30%

Bachelor’s degree or higher Recession
 

25%

Some college or Associate degree 25.1%

20% High School grad or less



15%

R

E

C

10% E





6.8%

S

S

5% I

O

N
 



0%





-5%





-10%

Persons 25 years of age or older -9.3%

-15%

00 01 02 03 04 05 06 07 08 09 10 11

Source: U.S. Bureau of Labor Statistics 13

Chamber Priority: Create a Competitive Business Climate and Encourage Job Growth



Measure Workforce Education Index—2010

Why it Matters An educated workforce is critical to increasing productivity, fostering

innovation and encouraging economic growth and investment



Top 10 States Bottom 10 States

Rank Score Rank Score



1 Massachusetts 51.5 41 Texas 29.9

2 MARYLAND 48.9 42 South Carolina 29.3

3 Colorado 48.4 43 Nevada 29.2

4 Connecticut 48.3 44 Tennessee 27.5

5 Vermont 46.0 45 Alabama 26.8

6 New Hampshire 45.6 46 Kentucky 24.7

7 Virginia 44.8 47 Louisiana 23.6

8 Minnesota 44.6 48 Arkansas 23.0

9 Washington 44.5 49 Mississippi 22.7

10 New Jersey 44.4 50 West Virginia 20.3

A weighted measure of the educational attainment

U.S. Average = 36.3 (advanced degrees, bachelor’s degrees, associate’s

degrees, or some college coursework) of the workforce



Source: Kauffman Foundation, State New Economy Index--2010 14

Chamber Priority: Create a Competitive Business Climate and Encourage Job Growth



Measure Real Per Capita Personal Income—2011

(twelve months ending in June 2011)



Why it Matters Higher incomes foster increased consumer spending, savings and

investment, enable greater entrepreneurial risk taking

Top 10 States Bottom 10 States

Rank Average Rank Average



1 Connecticut $56,376 41 Indiana $34,997

2 Massachusetts 52,603 42 Alabama 34,280

3 New Jersey 52,198 43 New Mexico 34,204

4

4 MARYLAND

MARYLAND 50,313

50,313 44 Arkansas 33,486

5 New York 49,565 45 Utah 33,410

6 Wyoming 46,306 46 South Carolina 33,278

7 North Dakota 45,596 47 Kentucky 33,146

8 Virginia 45,376 48 Idaho 32,979

9 Alaska 45,150 49 West Virginia 32,716

10 New Hampshire 44,591 50 Mississippi 31,707

U.S. Average = $41,062

Sources: U.S. Bureau of Economic Analysis, Census Bureau, M&T Bank estimates 15

Other “Leading” Indicators

2010 Rank Top State

Entrepreneurship

High tech firms as a share of private firms 3 Virginia

Inc. 5000 firms as a share of private firms 3 Virginia





Workforce Quality

Concentration of Scientists & Engineers 3 Virginia

Migration of U.S. Knowledge Workers 5 Massachusetts

K-12 Student Preparation for Science & Math Careers 7 Massachusetts





Infrastructure / Investment

Broadband Telecommunications Bandwidth 2 New Jersey

Contribution to GDP from R&D Spending 3 New Mexico





Access to Capital

Venture Capital Investment Per

$1,000 of Gross State Product 5 Massachusetts



Sources: TechAmerica.org, Inc. magazine, Kauffman Foundation, American Physical Society, U.S. Bureau of Economic Analysis, PriceWaterhouseCoopers 16

Economic Growth Priority: Quality of Life





Gallup “Life Evaluation” Index—2010

Overall Regional

Rank Rank Score



4

3 1 MARYLAND

1 MARYLAND 51.5

54.3

8 2 Georgia 51.8

10 3 Connecticut 51.5

11 4 Massachusetts 51.4

15 5 Virginia 50.5

21 6 New York 49.2

24 7 South Carolina 48.6

Higher Range 27 8 New Jersey 47.7

Mid-Range 29 9 New Hampshire 47.4

Lower Range

Based
 on
 self-­‐evaluation
 

of
 present
 life
 situation
 

31 10 Pennsylvania 47.3

and
 anticipated
 situation
 

five
 years
 from
 now
  U.S. Average = 49.8

Source: Gallup-Healthways data—2011 17

Metrics That Matter

“Where
 We
 Lead” “How
 We
 Lag”
 

Economic
 Performance
  Business
 Cost
 Competitiveness
 

Workforce
 Quality
 
 
 
 
 
 Labor
 Costs
 


 
 
 
 
 
 Tax
 Burden
 

Innovation
 &
 Productivity
 


 
 
 
 
 
 Commercial
 Energy
 Costs
 

Access
 to
 Capital
 

Liability
 /
 Regulatory
 

Global
 Focus
 
 
 
 Environment
 

Fiscal
 Stability
  Infrastructure
 Performance
 

Quality
 of
 Life
 
 

State
 Pension
 Funding
 Gap
 







18

Chamber Priority: Create a Competitive Business Climate and Encourage Job Growth



Measure Economy.com State Business Costs—2011

(Based on unit labor costs, energy costs, state/local taxes, office

rents)









Maryland

3%

below

12% Above

U.S. Average

46th out of 51





78-89

90-100

100-109

110-plus



U.S. Average = 100



Source: Moody’s Analytics—June 2011 19

Chamber Priority: Create a Competitive Business Climate and Encourage Job Growth



Measure Private Sector Employee Compensation

as Percent of Private GDP—2010

Why it Matters High unit labor costs can be an impediment to business formation

and employment growth

Top 10 States Bottom 10 States

Rank Percent Rank Percent



1 Wyoming 33.5% 41

41 MARYLAND

MARYLAND 51.9%

51.9%

2 Alaska 36.4 42 Maine 52.0

3 Delaware 36.7 43 Wisconsin 52.8

4 South Dakota 39.1 44 Ohio 52.9

5 Louisiana 41.3 45 Pennsylvania 53.2

6 Nevada 44.9 46 Minnesota 53.2

7 New Mexico 45.2 47 Vermont 53.6

8 Iowa 45.2 48 Missouri 54.0

9 Hawaii 45.3 49 New Hampshire 55.0

10 North Carolina 45.5 50 Massachusetts 57.3

U.S. Average = 49.5%

Source: U.S. Bureau of Economic Analysis 20

Chamber Priority: Seek a Competitive Tax Structure



Measure State Business Tax Climate Index—2011

Why it Matters Uncompetitive tax burdens influence business location, investment

and job creation decisions, impacting long-term economic health



Top 10 States Bottom 10 States

Rank Index Rank Index



1 South Dakota 7.43 41 North Carolina 4.47

2 Alaska 7.39 42 Rhode Island 4.46

3 Wyoming 7.30 43 Minnesota 4.40

4 Nevada 6.74 44

44 MARYLAND

MARYLAND 4.25

4.25

5 Florida 6.53 45 Iowa 4.20

6 Montana 6.39 46 Ohio 4.16

7 New Hampshire 6.18 47 Connecticut 4.01

8 Delaware 6.03 48 New Jersey 3.96

9 Utah 5.80 49 California 3.78

10 Indiana 5.79 50 New York 3.73



Index: U.S. Average = 5.00

Source: Tax Foundation—October 26, 2010 21

Chamber Priority: Seek a Competitive Tax Structure



State & Local Taxes Relative to U.S. Average

Year Rank Maryland U.S. Virginia

Personal Taxes

Per $1,000 of Personal Income 2010 48 $37.10 $24.10 $28.50



Unemployment

Insurance Taxes 2010 32 $9.20 $8.00 $3.90

Per $1,000 of Payroll





Corporate

Income Taxes 2009 25 $2.63 $2.89 $1.55

Per $1,000 of Gross State Product







Sales & Use

Tax Rate 2011 14 6.00% 9.63% 5.00%



Property Taxes on

Owner-Occupied

Housing as Percent

of Home Value 2010 27 0.94% 1.08% 0.80%

Sources: U.S. Census Bureau, Bureau of Economic Analysis, Department of Labor, Tax Foundation, Vertex Inc., M&T calculations 22

Chamber Priority: Create a Competitive Business Climate and Encourage Job Growth



Measure Commercial Energy Cost per Btu—2009

Why it Matters High utility costs increase operating expenses and inhibit business

formation and employment growth, particularly for larger firms



Top 10 States Bottom 11 States

Rank Per Trilions of Btu Rank Per Trillions of Btu



1 Utah $13.62 40

39 MARYLAND

MARYLAND $24.06

2 Iowa 13.68

41 Alabama 24.92

3 North Dakota 14.17 42 Vermont 24.96

4 Nebraska 14.40 43 Delaware 25.19

5 Minnesota 14.47 44 Massachusetts 25.19

6 Idaho 14.89 45 Rhode Island 25.51

46 New Hampshire 26.07

7 South Dakota 15.04

47 California 26.54

8 Montana 15.33

48 Florida 27.65

9 Colorado 15.35 49 Connecticut 28.48

10 Wyoming 15.70 50 Hawaii 44.30

U.S. Average = $20.69

Source: U.S. Energy Information Administration—June 2011 23

Chamber Priority: Create a Competitive Business Climate and Encourage Job Growth



Measure Number of Health Insurance Mandates

Why it Matters High mandate levels drive up insurance costs, inhibiting business

formation and employment growth, particularly for smaller firms



Top 10 States Bottom 10 States

Rank Mandates Rank Mandates



1 Idaho 13 41 California 56

2 Alabama 21 42t Virginia 57

3 Utah 23 42t Pennsylvania 57

4 Hawaii 24 42t New Mexico 57

5 Michigan 25 42t Washington 57

6 Iowa 26 46 Connecticut 59

7 Delaware 28 47 Texas 60

8 Mississippi 29 48 Minnesota 64

9 Ohio 29

49 MARYLAND 67

10 South Carolina 29

50 Rhode Island 69

U.S. Average = 43

Source: Small Business & Entrepreneurship Council, “Small Business Survival Index”—December 2010 24

Chamber Priority: Protect & Fund the State’s Transportation System



Measure State Highway Performance and

Cost-Effectiveness—2008

2008 Rank



Total
 Disbursements
 
 
 
 
 
 
 
 
 
 44
 



Capital
 &
 Bridge
 Disbursements
 
 
 
 
 
 
 
 
 47
  Cost-Effectiveness Rank


 

Maintenance
 Disbursements
 
 
 
 
 
 
 
 
 45
  Overall
 rank
 in
 2008
 
 
 
 
 
 
 43



Overall
 rank
 in
 2007
 
 
 
 
 
 
 
 
 41

Administrative
 Disbursements
 
 
 
 
 
 
 
 
 33
 

Overall
 rank
 in
 2006
 
 
 
 
 
 
 
 37

Urban
 Interstate
 Condition
 
 
 
 
 
 
 
 
 39
 

Overall
 rank
 in
 2005
 
 
 
 
 
 
 
 38

Urban
 Interstate
 Congestion
 
 
 
 
 
 
 
 
 48
  Overall
 rank
 in
 2000
 
 
 
 
 
 
 
 34



Deficient
 or
 Functionally
 Obsolete
 Bridges
 
 
 
 
 
 
 31
 



Fatality
 Rates
 
 
 
 
 
 
 
 
 
 
 18
 



Source: Reason Foundation—19th Annual Report on the Performance of State Highway Systems—September 2010 25

Chamber Priority: Protect & Fund the State’s Transportation System



Measure Combined Federal, State & Local Gasoline

Tax Per Gallon—July 2011





$0.569 MD with $0.15 hike









$0.489 U.S. Average







$0.419 Maryland (29 th)









$0.384 Virginia (37th)









Source: American Petroleum Institute 26

Too Important To Fail?

About 84% of Maryland’s state

roadways are at least 30 years old



25% were built prior to 1930



38% of the non-interstate and 72%

of the interstate network in Maryland

were built between 1950 and 1975



Washington is the most congested

metropolitan area in the country and

Baltimore ranks 5th



Washington ranks third in mass

transit system usage per capita and

Baltimore ranks 11th

Source: American Society of Civil Engineers, Maryland Section—February 2011 27

Other “Lagging” Indicators

2010 Rank 2008 Rank

Infrastructure

Percent of Bridges Deficient or Obsolete 32 30

Mean Travel Time to Work 50 49



Business Costs

Top Marginal Corporate Tax Rate 32 32

State Liability System Survey 20 30



Cost of Living

Relative Cost of Living 44 45

Net Domestic Migration Rate 26 44



Financial Stability


 
 
 
 
 Unfunded Share of State Pension Obligation 40 (2009) n.a.





Sources: U.S. Energy Information Administration, Federal Highway Administration, Census Bureau, ALEC-Laffer, C2ER, Moody’s Analytics, CNBC.com 28

Constructing a

“State Business Attractiveness Index”







Lead ators
 

ing
 In

dicat g
 Indic

ors
  Laggin



Leading
 Indicators
  Lagging
 In

dicators
 









29

Index Components

Indicator
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 Period
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 Source
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 Index
 Weight
 

Growth
 in
 Private
 Establishments
 
  2008-10 Bureau of Economic Analysis 10.0%
 

L
  Human
 Capital
 Investment
 Index
  2010 Milken Institute 10.0%
 

E
  High
 Tech
 Share
 of
 Private
 Payrolls
  2010 Bureau of Labor Statistics
 
 7.5%
 

A
  R&D
 Share
 of
 Gross
 State
 Product
  2007 National Science Board
 
 5.0%
 

D
  Venture
 Capital
 Investment
  2010 PriceWaterhouseCoopers/BEA
 
 5.0%
  50%
 

I
  Per
 Capita
 Personal
 Income
  2010 Bureau of Economic Analysis
 
 5.0%
 

N
  State/Local
 Debt
 as
 %
 of
 Personal
 Inc.
  2008 Census Bureau
 
 2.5%
 

G
  Ten-­‐Year
 Avg.
 Unemployment
 Rate
  2001-11 Bureau of Labor Statistics
 
 2.5%
 

Recently
 Enacted
 Tax
 Changes
  2009-10 ALEC-Laffer/BEA
 
 2.5%
 


 

Employee
 Compensation
 Costs
  2010 Bureau of Economic Analysis 10.0%
 

L
  State
 &
 Local
 Tax
 Burden
  2009 Tax Foundation 10.0%
 

A
  Comparative
 Cost
 of
 Living 2011 C2ER (formerly ACCRA)
 
 7.5%
 

G
  Commercial
 Energy
 Costs
 Per
 Btu
 
 
 
  2009 Energy Information Admin.
 
 5.0%
 

G
  State
 Liability
 System
 Rating
  2010 Institute for Legal Reform
 
 5.0%
  50%
 

I
  State
 Transportation
 Spending
  2008 Census Bureau/BEA
 
 5.0%
 

N
  State
 Heath
 Care
 Mandates
  2010 Small Business Survival Index
 
 2.5%
 

G
  Unfunded
 State
 Pension
 Liability
  2009 Pew Center For the States
 
 2.5%
 

State
 Export
 Growth
  2008-10 Department of Commerce
 
 2.5%
 

30

“State Business Attractiveness Index—2011”

Overall Regional Pct. Above / Below

Rank Rank U.S. Average Score



5 1 Massachusetts 23.6%

6 2 Virginia 23.0

11

14 3

3 MARYLAND 16.5

15 4 Delaware 9.6

22 5 New Hampshire 3.4

24 6 Indiana 3.2

27 7 Pennsylvania (0.7)



10%+ Above U.S.

28 8 New York (1.6)

0-9% Above U.S. 33 9 Tennessee (4.3)

Below U.S. Avg. North Carolina (6.7)

35 10





Top State: Washington 36.7%

Source: M&T Bank calculations based on 18 input variables 31

“It
 is
 not
 the
 strongest
 of
 the
 species
 

that
 survive,
 nor
 the
 most
 intelligent,
 

but
 the
 ones
 most
 responsive
 
 
 
 
 
 
 
 
 
 
 
 
 
 

to
 change.”
 


 Charles
 Darwin
 









Hyatt Regency Chesapeake Bay Resort 32

Maryland’s Competitiveness:

Where We Lead, How We Lag

Gary D. Keith

Regional Economist – M&T Bank

November 2, 2011







Hyatt Regency Chesapeake Bay Resort

No Shortage of Opinions…

January 2011 April 2011 May 2011 June 2011









June 2011 June 2011 September 2011 October 2011









35



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