Growth Outlook and Business Cycle

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Data Round-Up: May Regional Surveys Mixed But Healthy Overall

FMI’s analyses of today’s May Chicago Purchasing Managers and other Regional Business Surveys and a review of Fed Bank Discount Rate Requests in March-April, plus our Summary of data released in May and Schedule of major releases in June.

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.

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.

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.

Data Round-Up: Core & Total PPI Rebound Strongly in April

FMI’s analyses of this morning’s April PPI (including a review of high-frequency inflation indicators) and the latest Weekly UI Claims and Rail Traffic results.

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