Growth Outlook and Business Cycle

Data Round-Up: Inventory Correction Has Ways to Go; Income Revised Up Markedly

written by Michael Lewis on November 24, 2015

FMI’s analyses of this morning’s Second Report of 15Q3 GDP and October Advance Trade-Goods data, as well as notes on the November Philadelphia Fed regional non-manufacturing survey, Richmond Fed regional manufacturing & services surveys and Conference Board Consumer Confidence Index.

Data Round-Up: Existing Home Sales Retrench Some, Trends Remain Upbeat

written by Michael Lewis on November 23, 2015

FMI’s review of this morning’s October Existing Home Sales report and comments on the FOMC’s discussion of real equilibrium interest rates at the October meeting.

Preview of Data Releases: November 23-27, 2015

written by Michael Lewis on November 20, 2015

FMI's complete Preview of next week’s notable data releases.

Data Round-Up: Manufacturing Surveys Improve But Only Modestly So Far

written by Michael Lewis on November 19, 2015

FMI’s analysis of today’s November Philadelphia Fed Regional Manufacturing Survey, as well as a review of the latest Weekly UI Claims and Rail Traffic data.

Data Round-Up: Housing Starts Weaken Led by Volatile Multis; Permits Strengthen

written by Michael Lewis on November 18, 2015

FMI's review of October Housing Starts results.

Data Round-Up: Core CPI Running +2%; Signs of Pick-Up in Manufacturing

written by Michael Lewis on November 17, 2015

FMI’s analyses of today’s October CPI and Industrial Production reports.

FMI Weekly Data Preview: November 16-20

written by Michael Lewis on November 16, 2015

FMI’s complete Preview of this week’s notable data releases. In the wake of the horrific attacks in Paris, some analysts are speculating that global tensions may prompt the FOMC to postpone consideration of a rate hike at their December meeting.

TPP: More ON GOP & Hillary; Japanese Growth

written by Richard Katz on October 08, 2015

Despite the claimed economic gains for Japan from TPP (more on that in another Alert), many in the Liberal Democratic Party (LDP) fear it could be a political loss: particularly in the 32 mostly rural single-seat districts that have tipped the balance in the last three Upper House elections.