Macro
Data Round-Up: Soft Retail Sales & Higher Inflation a Double Whammy in January
written by Michael Lewis on February 14, 2018
FMI’s analyses of this morning’s January CPI, January Retail Sales, and December Business Inventories reports as well as an updated look at 17Q4 GDP Sources & Uses and likely revisions in the Second Report of 17Q4 GDP out later this month.
Trump GDP Growth Projections Are High But Not Absurd
written by Michael Lewis on February 13, 2018
FMI’s commentary on the White House budget proposal.
Data Round-Up: Small Business Optimism Strong, Hiring & Compensation Plans Elevated
written by Michael Lewis on February 13, 2018
FMI’s review of today’s January NFIB Small Business Optimism Index.
Correction, Even an Equity ‘Crash,’ Won’t Threaten Economy
written by Michael Lewis on February 09, 2018
FMI’s commentary on the current stock market correction.
Data Round-Up: UI Claims Very Healthy; Budget Deal to Spike Up Federal Deficit
written by Michael Lewis on February 08, 2018
FMI’s review of today’s Weekly UI Claims & Rail Traffic results.
Data Round-Up: U.S. Exports Continue to Rise Nicely, Stronger Imports Showcase Healthy Domestic Economy
written by Michael Lewis on February 06, 2018
FMI’s analyses of this morning’s December International Trade results and December Job Openings & Labor Market Turnover report.
Data Round-Up: Crediting Tax Cuts, NMI Starts Out Strong for 2018
written by Michael Lewis on February 05, 2018
FMI’s analysis of today’s January Non-Manufacturing Index and our Preview of the rest of this week’s handful of data releases.
FMI February 2018 Economic & Investment Outlook
written by Michael Lewis on February 03, 2018
FMI's complete February 2018 Economic & Investment Outlook.
Data Round-Up: Payroll Job Trend Remains Healthy, Wages Picking Up Nicely
written by Michael Lewis on February 02, 2018
FMI’s analysis of this morning’s January Employment and January Vehicle Sales results.
January Employment Preview: Expect Hefty +250K Private Jobs Gain
written by Michael Lewis on February 01, 2018
FMI’s Preview of Friday’s January Employment report and our review of 17Q4 Productivity & Labor Costs and the latest Weekly Initial UI Claims & Rail Traffic data.
