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Yellen Says Shrinking Balance Sheet No Big Deal (FMI Agrees)

FMI’s Takeaways from this week’s FOMC meeting.

Data Round-Up: Soft Housing Starts Point to Modest Residential Gain in 17Q2 GDP

FMI’s analyses of this morning’s May Housing Starts report plus May U.S. Dollar & Trade Prices and May Bank Lending & Money Supply results.

Data Round-Up: Fed Regional Surveys Pick Up in June; Mfg Output Disappoints

FMI’s analyses of this morning’s June Philadelphia Fed and NY Fed Empire Regional Manufacturing Surveys and May Industrial Production report, plus our review of the latest Weekly Initial UI Claims & Rail Traffic data.

Fed DIsmisses Low Inflation; Balance Sheet to Shrink 'Soon'

FMI’s commentary on today’s FOMC post-meeting statement and Yellen news conference.

Data Round-Up: Inflation Lull Continues, for Now; Core Revisions Buoy Retail Sales

FMI’s analyses of this morning’s May CPI, May Retail Sales, and April Business Inventories reports.

Data Round-Up: NFIB Clings to "Trump Bump,' Core PPI Trending Up

FMI’s analyses of today’s May NFIB Small Business Optimism Index and May PPI including a review of High-Frequency Inflation Indicators.

FMI Weekly Data Preview: June 12-16

FMI’s Preview of this week’s notable data releases.

No Surprises: FOMC Likely to Stay on Course Next Week

FMI’s commentary of the likely outcome of the FOMC’s meeting next week.

FMI June 2017 Economic & Investment Outlook

FMI's complete June 2017 Economic & Investment Outlook.

Data Round Up: U.S.Household Net Worth Rises Again; UK's May Clings On; Dodd-Frank Wounded

FMI’s review of this week’s 17Q1 U.S. Financial Accounts report (formerly Flow of Funds), which showed continued significant gains in household net worth.

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