Growth Outlook and Business Cycle
FMI’s analysis of today’s March Non-Manufacturing Index and comments on the scandalous exit of Richmond Fed president Jeffrey Lacker.
FMI’s analyses of today’s February International Trade report and March Vehicle Sales.
FMI’s analyses of this morning’s March PMI and February Construction reports
FMI’s analyses of today’s February Personal Income & Consumption report and March Chicago PMI (and other regional surveys), as well as our Summary of major data released in March and Schedule for major releases in April.
FMI’s analyses of today’s Third Report of 16Q4 GDP and the latest Weekly UI Claims and Rail Traffic results.
FMI’s analyses of today’s February Advance Indicators (Goods-Trade, Retail & Wholesale Inventories), January S&P/Case-Shiller Home Price Index and the Conference Board’s March Consumer Confidence Index, plus notes on today's March Richmond & Dallas Fed regional surveys.
FMI’s commentary on the outlook for the housing sector.