Macro

Subscription Premium i

Data Round-Up: Durable Orders Stumble But Equipment Spending on Track for Decent 17Q2

FMI’s analyses of today’s April Durable Goods Orders and Second Report of 17Q1 GDP.

Trump Seeks Big Discretionary Budget Cut, Should Get Some

FMI’s commentary on the Trump budget unveiled this week.

Data Round-Up: Existing Homes Sales Dip in April, Trend Remains Positive

FMI’s review of this morning’s April Existing Homes Sales report.

Data Round-Up: Goods Trade Balance Deteriorates, Inventories Disappoint in April

FMI’s analysis of today’s April Advance Indicators (Goods-Trade, Retail & Wholesale Inventories) report as well as our review of the latest Weekly UI Claims & Rail Traffic results.

Data Round-Up: New Home Sales Retrench in April; Fed Bank Surveys Mixed in May

FMI’s analyses of today’s April New Home Sales, plus notes on today's May Richmond & Philadelphia Fed regional surveys.

FMI Weekly Data Preview: May 22-26

FMI’s Preview of this week’s notable data releases

Data Round-Up: 'Trump Bump' Persists, in Philadelphia at Least

FMI’s analyses of this morning’s May Philadelphia Fed Manufacturing Index and the latest Weekly UI Claims and Rail Traffic results.

Data Round-Up: Factory Output Perks Up, Housing Starts Show Gradual Trend Gain

FMI’s analyses of this morning’s April Industrial Production and April Housing Starts reports.

Data Round-Up: Core CPI Lull Continues (for Now); Retail Sales Spring Forward Gradually

FMI’s analyses of this morning’s April CPI, April Retail Sales, and March Business Inventories reports as well as a review of April Bank Lending & Money Supply results.

Soft & Hard Data Agree: Conditions OK, Likely to Get Somewhat Better

FMI's commentary about the divergence between "soft" and "hard" data series.

Pages