Growth Outlook and Business Cycle
FMI’s analyses of today’s August NFIB Small Business Optimism Index, July JOLTS data and the 14Q4 Manpower Employment Index.
FMI’s commentary on the likely course of Labor Participation and our review of the latest Weekly Initial UI Claims data.
FMI’s analyses of today’s August Retail Sales and July Business Inventories reports as well as reviews of August Bank Lending & Money Supply data and August Import and Export Prices.
FMI’s analysis of this morning’s August Industrial Production report as well as notes on the September NY Fed Empire regional manufacturing survey.
FMI’s analyses of this morning’s August CPI as well as a review of this week’s August PPI results.
FMI’s reviews of today’s September Philadelphia Fed Regional Manufacturing survey, the latest Weekly UI Claims & Rail Traffic data and August Housing Starts results.
The larger-than-expected plunge in April-June GDP and the disappointing initial economic indicators for July have shown that the underpinnings of Japan’s economic recovery are far weaker and more fragile than the Abe administration, and most economists, had presumed.