Growth Outlook and Business Cycle
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.
FMI's commentary about the divergence between "soft" and "hard" data series.
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.
FMI’s analyses of today’s April NFIB Small Business Optimism Index and March JOLTS results.
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
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.
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.
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.