Macro


FMI Weekly Data Preview: January 25-29

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

Raising Profits without Raising Sales - What's the Bottom Line?

Japan’s firms, particularly its 5,000 largest firms, have mastered the art of producing growth in profits without growth in sales. They’ve done this by cutting costs, particularly labor costs.

Data Round-Up: Existing Home Sales Back to Healthy Trend, Inventories Very Lean

FMI’s review of this morning’s December Existing Home Sales report..

Data Round-Up: Despite Oil, Dollar Effects, Core CPI Trend Remains at +2%

FMI’s analyses of today’s December CPI and Housing Starts reports.

TOE Alert: Japan's Nikkei 225 stocks move in line with S&P, DAX and FTSE

We’re no experts on stock markets, but it does occur to us that the gyrations of Japan’s stock prices over the past six months may say less about the fundamentals of Japan’s economy than about the ups and downs of sentiment on all four of the major bourses in rich countries: the Nikkei 225, S&P 500, FTSE (London) and DAX (Frankfurt).

Prospects for U.S. Economy, Rate Hikes Still Good for ‘16

FMI’s Commentary on events since the FOMC raised rates in December

Preview of Data Releases: January 18-22, 2016

FMI’s Preview of the handful of data releases in this holiday-shortened week.

Data Round-Up: Small Biz Still in Doldrums, But Labor Outlook Is Upbeat

FMI’s analyses of today’s December NFIB Small Business Optimism Index and November JOLTS data.

FMI Weekly Data Preview: January 11-15

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

Data Round-Up: Strong Job Gains Show Solid Fundamentals Heading into 2016

FMI’s analysis of this morning’s December Employment report.

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