Growth Outlook and Business Cycle
FMI’s analyses of this morning’s April PMI, March Construction, and March Personal Income reports, as well as a review of GDP Sources & Assumptions for 17Q1
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.
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.
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’s Preview of this week’s notable data releases as well as reflections on this past weekend’s presidential election in France.
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.
FMI’s review of this morning’s March Existing Homes Sales report
FMI’s commentary on the amount of labor slack in the economy
FMI’s analyses of this morning’s April Philadelphia Fed Manufacturing Index and the latest Weekly UI Claims and Rail Traffic results.