Growth Outlook and Business Cycle

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Data Round-Up: Real Equipment Spending Up =5% in 17Q1; Total GDP Growth Only +0.5%

FMI’s analyses of today’s March Durable Goods Orders and March Advance Indicators (Goods-Trade, Retail & Wholesale Inventories) reports, as well as the latest Weekly UI Claims & Rail Traffic results.

Data Round-Up: Weak 17Q1 GDP Is 'Old News,' Solid Rebound Coming in 17Q2

FMI’s analyses of today’s Advance Report of 17Q1 GDP and April Chicago Purchasing Managers and other Regional Business Surveys, plus our Summary of data released in April and Schedule of major releases in May.

Data Round-Up: Housing Activity Springs Forward; Consumer, Business Surveys Remain Upbeat

FMI’s analyses of today’s March New Home Sales, February S&P/Case-Shiller Home Price Index and the Conference Board’s April Consumer Confidence Index, plus notes on April Richmond & Dallas Fed regional surveys.

FMI Weekly Data Preview; Overview of the French Election

FMI’s Preview of this week’s notable data releases as well as reflections on this past weekend’s presidential election in France.

Infrastructure Stimulus Has Poor Track Record

FMI’s Friday commentary on the poor track record of federal infrastructure projects for, um, making tracks, highways, etc, plus notes on increased exports and imports for March, as well as our overview of upcoming elections in the UK and France.

Data Round-Up: Existing Homes Sales Rally in March

FMI’s review of this morning’s March Existing Homes Sales report

More Labor Slack than U-3 Says But Less than Doves Hope

FMI’s commentary on the amount of labor slack in the economy

Data Round-Up: Fed Surveys Retrench More But ‘Trump Bump’ Still On

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

FMI Weekly Data Preview: April 17-24

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

Data Round-Up: Utilities Heat Up, But Mfg Brakes; Housing Trends Remain Solid

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