Growth Outlook and Business Cycle

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Data Round-Up: Strong Nominal Sales Offset in Part by Higher Goods Inflation

FMI’s analyses of this morning’s October Retail Sales and September Business Inventories reports as well as our review of recent U.S. Dollar and Trade Prices movements and an updated look at likely revisions in the Second Report of 16Q3 GDP. Plus notes on today’s November NY Fed Empire Regional Manufacturing Index.

FMI Weekly Data Preview: November 14-18

FMI’s Preview of this week’s data releases

Data Round-Up: NFIB, JOLTS Show Labor Market Calm Amid Election Day 'Storm'

FMI’s analyses of today’s October NFIB Small Business Optimism Index and the September Job Openings & Labor Turnover Survey (JOLTS).

Data Round-Up: Job Gains Respectable, Wages Rise Briskly in October

FMI’s analyses of this morning’s October Employment and September International Trade reports.

Data Round Up: Non Manufacturing Remains Healthy; Brexit Still on Course

FMI’s analysis of this morning’s October Non-Manufacturing Index as well as notes on this morning’s September Manufacturers’ Shipments, Orders & Inventory (MSIO) report and an update on October Vehicle Sales.

October Employment Preview: Expect +180K Private Jobs Gain

FMI’s Preview of the October Employment Report, including our reviews of the latest Weekly UI Claims & Rail Traffic results and this morning's 16Q3 Productivity and Labor Costs report.

Data Round-Up: October Vehicle Sales Well Above Estimates; Incentives Help

FMI’s analysis of today’s October Vehicle Sales results.

Data Round-Up: PMI Firms Some Heading into 16Q4; Non-Res. Construction Looks Healthier

FMI’s analyses of this morning’s October PMI and September Construction reports as well as our review of 16Q3 GDP Sources & Assumptions.

Data Round-Up: 16Q3 Real GDP Rebounded, Led by Exports; Consumption Disappoints

FMI’s analysis of today’s Advance Report of 16Q3 GDP. Also this morning, the Employment Cost Index showed continued steady growth in labor costs, up +2.3% over the past year. FMI believes this very limited data series understates the case.

Data Round-Up: Real Equipment Spending Likely Ticked Up in 16Q3

FMI’s analyses of today’s September Durable Goods Orders report and the latest Weekly UI Claims & Rail Traffic results.