Macro
Yellen Overestimates Labor Slack, Underestimates Need for Hikes
written by Michael Lewis on April 08, 2016
FMI’s Commentary on slack in the labor market and the FOMC’s perception of the same.
FMI Preview of Data Releases: April 4-8, 2016
written by Michael Lewis on April 04, 2016
FMI’s preview of the rest of this week's few data releases (including a summary of data released in March and a Schedule of Major releases in April).
Data Round-Up: Good March Jobs & PMI, But Not Good Enough for Yellen in April
written by Michael Lewis on April 01, 2016
FMI’s analyses of this morning’s March Employment, March PMI and February Construction reports.
FMI's End-of-the-Month Reports: March 2016
written by Michael Lewis on April 01, 2016
FMI’s end-of-the-month materials for March on U.S. dollar analysis
FMI April 2016 Economic and Investment Outlook
written by Michael Lewis on April 01, 2016
FMI's complete April 2016 Economic & Investment Outlook.
Data Round-Up: Real Consumption Likely Rose Less than +2% in 16Q1
written by Michael Lewis on March 28, 2016
FMI’s analyses of today’s February Personal Income & Consumption data and February Advance International Trade in Goods results.
Data Round-Up: Real Equipment Spending Is Likely Flat for 16Q1
written by Michael Lewis on March 24, 2016
FMI’s analyses of today’s February Durable Goods Orders report and the latest Weekly UI Claims & Rail Traffic data.
Data Round-Up: CPI Shows Higher Core Inflation; FOMC Still Likely to Stand Pat
written by Michael Lewis on March 16, 2016
FMI’s analyses of today’s February CPI, Industrial Production, and Housing Starts reports.
FOMC Eyes a More Dovish Course: Just 2 Rate Hikes in 2016
written by Michael Lewis on March 16, 2016
FMI’s commentary on today’s FOMC post-meeting statement and Yellen news conference.
Data Round-Up: March Fed Surveys Show Green Shoots in Manufacturing
written by Michael Lewis on March 17, 2016
FMI’s review of today’s March Philadelphia Fed regional manufacturing survey, January JOLTS data and the latest Weekly UI Claims & Rail Traffic results.
