Growth Outlook and Business Cycle

August Existing Home Sales

written by Michael Lewis on September 21, 2015

FMI’s review of this morning’s August Existing Home Sales report.

Data Round-Up: 15Q2 Real GDP to Be Revised to +3.5%; 15Q3 Consumption Headed for +3.2%

written by Michael Lewis on August 13, 2015

FMI’s analyses of today’s July Retail Sales and June Business Inventories reports, as well as an updated look at likely revisions in the 15Q2 Second GDP report plus a review of the latest Weekly UI Claims and Rail Traffic data and July US Dollar & Trade Prices.

August Employment Preview: Expect +225K Private Payroll Jobs

written by Michael Lewis on September 03, 2015

FMI’s Preview of the August Employment Report including our review of the latest Weekly UI Claims & Rail Traffic data.

Data Round-Up: JOLTS Prod FOMC to Start Rate Hikes

written by Michael Lewis on September 09, 2015

FMI’s analysis of today’s July Job Openings & Labor Turnover Survey (JOLTS), as well as notes on the June Employer Costs for Employee Compensation survey.

Data Round-Up: Core PPI Shows No Signs of Disinflation

written by Michael Lewis on September 11, 2015

FMI’s analyses of today’s August Producer Price Index (plus High-Frequency Inflation Indicators) and August Bank Lending & Money Supply results.

Data Round-Up: Revisions Buoy Mfg Results, PPI Perks Up Some

written by Michael Lewis on July 15, 2015

Michael Lewis' analysis of today’s June Industrial Production report and June PPI data.

FMI Weekly Data Preview: July 13-17

written by Michael Lewis on July 13, 2015

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

Data Round-Up: Real Consumption & GDP Likely Posted +2.5% Growth in 15Q2

written by Michael Lewis on July 14, 2015

FMI’s analyses of today’s June Retail Sales, May Business Inventories, and June NFIB Small Business Optimism reports, as well as our review of June Import-Export Prices