FMI’s analyses of this morning’s February Industrial Production report and February Bank Lending & Money Supply results.
FMI’s analyses of this morning’s March Philadelphia Fed Manufacturing Index, February Housing Starts, January JOLTS data and Weekly UI Claims and Rail Traffic results.
FMI’s commentary on today’s FOMC post-meeting statement and Yellen news conference.
FMI’s analyses of this morning’s February Retail Sales, February CPI and January Business Inventories reports as well as our review of the March NY Fed Empire Manufacturing Survey.
FMI’s analyses of this morning’s February PPI (including a review of high-frequency inflation indicators), the February NFIB Small Business Optimism Index, and the 17Q2 Manpower Employment Outlook Survey.
FMI’s commentary on the outlook for further substantial increases in long rates
FMI’s review of this afternoon’s 16Q4 U.S. Financial Accounts (formerly Flow of Funds) report.
FMI’s analysis of today’s February Employment report