Growth Outlook and Business Cycle
Data Round-Up: Services Index, Vehicle Sales Rise to Near Cycle Highs
written by Michael Lewis on December 03, 2014
FMI’s analyses of this morning’s November Non-Manufacturing Index and Revised 14Q3 Productivity & Labor Costs data, as well as a review of November Vehicle Sales.
Data Round-Up: A Solid October Construction Report
written by Michael Lewis on December 02, 2014
FMI’s analysis of this morning’s October Construction report.
FMI December Economic & Investment Outlook
written by Michael Lewis on December 01, 2014
FMI's complete December 2014 Economic & Investment Outlook.
Data Round-Up: PMI Orders Maintain Cycle Highs, Price Index Falls Sharply
written by Michael Lewis on December 01, 2014
FMI’s analysis of this morning’s November PMI survey, as well as a Summary of data released in November and a Schedule of major releases in December.
Data Round-Up: A Cornucopia of Pre-Thanksgiving Data
written by Michael Lewis on December 26, 2014
FMI’s analyses of this morning’s November Regional Business Surveys (including today's Chicago Purchasing Managers Index), October Durable Goods Orders and Personal Income & Consumption reports, and the latest Weekly UI Claims & Rail Traffic data as well as notes on October New Homes Sales results.
Data Round-Up: 14Q3 Goods Consumption, Equipment Revised Up; Home Prices Still Healthy
written by Michael Lewis on December 25, 2014
FMI’s analyses of this morning’s Second Report of 14Q3 GDP and September Home Prices as well as notes on today's November Conference Board consumer confidence poll.
Data Round-Up: No Evidence for Deflation, Plenty of Signs of Healthy Growth
written by Michael Lewis on November 20, 2014
FMI’s analyses of today’s October CPI report (including High-Frequency Inflation Indicators and October PPI), the November Philadelphia Fed Regional Manufacturing survey and the latest Weekly UI Claims & Rail Traffic data.
Data Round-Up: Single-Family Housing Starts Climb in October; Multi-Unit Prospects Remain Solid
written by Michael Lewis on November 19, 2014
FMI’s review of today’s October Housing Starts results. Also last night, the Senate fell one vote short of 60 votes needed to overcome a Democratic filibuster of the Keystone oil pipeline project (all 45 Republicans voted yes, joined by 14 Democrats, including four lame ducks who lost in the November election).
October 2014 Industrial Production
written by Michael Lewis on November 17, 2014
Data Round-Up: Manufacturing Softens, But Trend Still Looks Reasonable
Preview of Data Releases: November 17 - 21, 2014
written by Michael Lewis on November 17, 2014
FMI’s Preview of this week’s major data releases for industrial production, consumer price index, housing starts, weekly initial unemployment claims and existing home sales.
