Macro

Data Round-Up: Core CPI Continues to Trend Higher

written by Michael Lewis on April 11, 2018

FMI’s analysis of this morning’s March CPI.

China Is Bluffing on U.S. Tariffs, and Trump Knows It

written by Michael Lewis on April 06, 2018

FMI’s commentary on Trump’s trade clash with China and feud with Amazon, plus a note on the implications of San Francisco Fed president John Williams’ move to the NY Fed.

Data Round-Up: U.S. Exports & Imports Set New Records; Trade Likely cut -0.75% from 18Q1 GDP

written by Michael Lewis on April 05, 2018

FMI’s analyses of this morning’s February International Trade report.

Data Round-Up: NMI Hit Record High in 18Q1; Vehicle Sales Accelerated in March

written by Michael Lewis on April 04, 2018

FMI’s analyses of today’s March Non-Manufacturing Index and March Vehicle Sales.

Data Round-Up: PMI Remains Robust; Construction Trend Firms

written by Michael Lewis on April 02, 2018

FMI’s analyses of today’s March PMI and February Construction reports.

FMI April 2018 Economic & Investment Outlook

written by Michael Lewis on March 30, 2018

FMI's complete April 2018 Economic & Investment Outlook.

Data Round-Up: Home Prices, 'Jobs Plentiful' Readings Remain Quite Upbeat

written by Michael Lewis on March 27, 2018

FMI’s review of January S&P/Case-Shiller Home Price Index and March Conference Board Consumer Confidence, featuring Jobs-Plentiful/Jobs-Hard-to-Get data (both also attached as a single PDF), plus our review of today’s March Fed bank regional business surveys (Dallas and Richmond).

Data Round-Up: 17Q4 GDP Revised Up; Trump Claims Trade Victory in Korea

written by Michael Lewis on March 28, 2018

FMI’s analyses of today’s Third Report of 17Q4 GDP and February Advance Indicators (Goods-trade, wholesale & retail inventories) results.

Data Round-Up: Personal Income Gains Solid, Inflation Rising, Real Consumption Drab

written by Michael Lewis on March 29, 2018

FMI’s analyses of today’s February Personal Income & Consumption and March Chicago Purchasing Managers Index reports plus the latest Weekly UI Claims & Rail Traffic results.