Growth Outlook and Business Cycle

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Vehicles Sales on Cruise Control, Likely 17+ mm in 2017

FMI’s commentary on the near- and longer-term outlook for vehicle sales.

Data Round-Up: Despite Big Jobs Miss, Payroll Trend Still Fine; Unemployment Clearly Upbeat

FMI’s analysis of today’s March Employment report.

March Employment Preview: Expect +180K Private Jobs Gain

FMI’s Preview of the March Employment Report, including our review of the latest Weekly UI Claims & Rail Traffic results.

Data Round-Up: NMI Retrenches Some; Scandal & Turnover on the FOMC

FMI’s analysis of today’s March Non-Manufacturing Index and comments on the scandalous exit of Richmond Fed president Jeffrey Lacker.

Data Round-Up: U.S. Exports Improve; Vehicle Sales Disappoint But Likely to Rebound Some

FMI’s analyses of today’s February International Trade report and March Vehicle Sales.

Data Round-Up: PMI, New Orders, Jobs Hit 6-Year High in 17Q1

FMI’s analyses of this morning’s March PMI and February Construction reports

Preview of Data Releases: April 3-

FMI's Preview of the rest of this week’s major data releases

Data Round-Up: Real Consumption Likely Up Just +1% in 17Q1, Big Rebound in 17Q2

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.

Data Round-Up: Consumption Turned Stronger in 16Q4

FMI’s analyses of today’s Third Report of 16Q4 GDP and the latest Weekly UI Claims and Rail Traffic results.

Data Round-Up: Advance Indicators Point to Soft 17Q1 Real GDP, Surveys Show Rebound Ahead

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.

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