Growth Outlook and Business Cycle
April Employment Preview: Expect +225K Private Payroll Jobs
written by Michael Lewis on May 07, 2015
FMI’s Preview of April Employment including a review of the latest Weekly Initial UI Claims & Rail Traffic data.
‘Q1 Curse’ More than a Fluke, But Does Not Change Upbeat Trend
written by Michael Lewis on May 06, 2015
FMI’s Commentary on residual seasonal patterns in GDP and the “Q1 Curse.”
Data Round-Up: Productivity Plunged (Again) in 15Q1, Compensation Rising Briskly
written by Michael Lewis on May 06, 2015
FMI’s analysis of today’s 15Q1 Productivity and Labor Costs results.
FMI May 2015 Economic and Investment Outlook
written by Michael Lewis on May 04, 2015
FMI's complete May 2015 Economic & Investment Outlook including our take on the alleged first quarter GDP 'curse'.
Data Round-Up: March Results Point to Stronger Consumption, Higher Inflation Ahead
written by Michael Lewis on April 30, 2015
FMI’s analyses of this morning’s March Personal Income and Consumption report, April Chicago Purchasing Managers Index and other Regional Surveys, and Weekly UI Claims and Rail Traffic data.
Data Round-Up: Despite 15Q1 Pothole, GDP Trend Should Firm Ahead
written by Michael Lewis on April 29, 2015
FMI’s analysis of this morning’s Advance Report of 15Q1 GDP.
Data Round-Up: UI Claims Remain Healthy; Revisions Offset New Home Sales Weakness
written by Michael Lewis on April 23, 2015
FMI’s analyses of the latest Weekly UI Claims & Rail Traffic data and March New Home Sales.
FMI Weekly Data Preview: April 20-24
written by Michael Lewis on April 20, 2015
FMI’s Preview of this week’s notable data releases.
Data Round-Up: Core Inflation Is Trending Up
written by Michael Lewis on April 17, 2015
FMI’s analyses of this morning’s March CPI report & Other Inflation Indicators and March Bank Lending & Money Supply data.
Data Round-Up: March Data Underwhelm, But Real-Time April Indicators Are Looking up
written by Michael Lewis on April 16, 2015
FMI’s analyses of today’s April Philadelphia Fed Regional Manufacturing survey (and other recent Fed surveys), March Housing Starts and the latest Weekly UI Claims & Rail Traffic.
