Macro

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Data Round-Up: Non-Mfg Orders Surge, Vehicle Sales Pick Up But Still Disappoint

FMI’s analyses of today’s April Non-Manufacturing Index and our review of April Vehicle Sales.

Preview of Data Releases: May 1-5

FMI's preview of the rest of this week’s major data releases.

Data Round-Up: Solid PMI, Real Consumption Reports Point to Strong Rebound in 17Q2 GDP

FMI’s analyses of this morning’s April PMI, March Construction, and March Personal Income reports, as well as a review of GDP Sources & Assumptions for 17Q1

Data Round-Up: Real Equipment Spending Up =5% in 17Q1; Total GDP Growth Only +0.5%

FMI’s analyses of today’s March Durable Goods Orders and March Advance Indicators (Goods-Trade, Retail & Wholesale Inventories) reports, as well as the latest Weekly UI Claims & Rail Traffic results.

Data Round-Up: Weak 17Q1 GDP Is 'Old News,' Solid Rebound Coming in 17Q2

FMI’s analyses of today’s Advance Report of 17Q1 GDP and April Chicago Purchasing Managers and other Regional Business Surveys, plus our Summary of data released in April and Schedule of major releases in May.

After (Another) Q1 Lull, Real GDP to Surge Near +4% in 17Q2

FMI’s commentary on the outlook for Real GDP for 17Q1 and beyond.

Data Round-Up: Housing Activity Springs Forward; Consumer, Business Surveys Remain Upbeat

FMI’s analyses of today’s March New Home Sales, February S&P/Case-Shiller Home Price Index and the Conference Board’s April Consumer Confidence Index, plus notes on April Richmond & Dallas Fed regional surveys.

FMI Weekly Data Preview; Overview of the French Election

FMI’s Preview of this week’s notable data releases as well as reflections on this past weekend’s presidential election in France.

Infrastructure Stimulus Has Poor Track Record

FMI’s Friday commentary on the poor track record of federal infrastructure projects for, um, making tracks, highways, etc, plus notes on increased exports and imports for March, as well as our overview of upcoming elections in the UK and France.

Data Round-Up: Existing Homes Sales Rally in March

FMI’s review of this morning’s March Existing Homes Sales report

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