Growth Outlook and Business Cycle

Subscription Premium i

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.

Data Round-Up: 'Soft' NFIB and "Hard' JOLTS Data Both Remain Upbeat

FMI’s analyses of today’s April NFIB Small Business Optimism Index and March JOLTS results.

Preview of Data Releases: May 1-5

FMI's preview of the rest of this week’s major data releases.

Data Round-Up: Solid PMI, Real Consumption Reports Point to Strong Rebound in 17Q2 GDP

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

Data Round-Up: Real Equipment Spending Up =5% in 17Q1; Total GDP Growth Only +0.5%

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.

Data Round-Up: Weak 17Q1 GDP Is 'Old News,' Solid Rebound Coming in 17Q2

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.

Data Round-Up: Housing Activity Springs Forward; Consumer, Business Surveys Remain Upbeat

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 Weekly Data Preview; Overview of the French Election

FMI’s Preview of this week’s notable data releases as well as reflections on this past weekend’s presidential election in France.

Pages