Growth Outlook and Business Cycle
Vehicles Sales on Cruise Control, Likely 17+ mm in 2017
written by Michael Lewis on April 07, 2017
FMI’s commentary on the near- and longer-term outlook for vehicle sales.
Data Round-Up: Despite Big Jobs Miss, Payroll Trend Still Fine; Unemployment Clearly Upbeat
written by Michael Lewis on April 07, 2017
FMI’s analysis of today’s March Employment report.
March Employment Preview: Expect +180K Private Jobs Gain
written by Michael Lewis on April 06, 2017
FMI’s Preview of the March Employment Report, including our review of the latest Weekly UI Claims & Rail Traffic results.
Data Round-Up: NMI Retrenches Some; Scandal & Turnover on the FOMC
written by Michael Lewis on April 05, 2017
FMI’s analysis of today’s March Non-Manufacturing Index and comments on the scandalous exit of Richmond Fed president Jeffrey Lacker.
Data Round-Up: U.S. Exports Improve; Vehicle Sales Disappoint But Likely to Rebound Some
written by Michael Lewis on April 04, 2017
FMI’s analyses of today’s February International Trade report and March Vehicle Sales.
Data Round-Up: PMI, New Orders, Jobs Hit 6-Year High in 17Q1
written by Michael Lewis on April 03, 2017
FMI’s analyses of this morning’s March PMI and February Construction reports
Preview of Data Releases: April 3-
written by Michael Lewis on April 03, 2017
FMI's Preview of the rest of this week’s major data releases
Data Round-Up: Real Consumption Likely Up Just +1% in 17Q1, Big Rebound in 17Q2
written by Michael Lewis on March 31, 2017
FMI’s analyses of today’s February Personal Income & Consumption report and March Chicago PMI (and other regional surveys), as well as our Summary of major data released in March and Schedule for major releases in April.
Data Round-Up: Consumption Turned Stronger in 16Q4
written by Michael Lewis on March 30, 2017
FMI’s analyses of today’s Third Report of 16Q4 GDP and the latest Weekly UI Claims and Rail Traffic results.
Data Round-Up: Advance Indicators Point to Soft 17Q1 Real GDP, Surveys Show Rebound Ahead
written by Michael Lewis on March 28, 2017
FMI’s analyses of today’s February Advance Indicators (Goods-Trade, Retail & Wholesale Inventories), January S&P/Case-Shiller Home Price Index and the Conference Board’s March Consumer Confidence Index, plus notes on today's March Richmond & Dallas Fed regional surveys.
