Macro


Preview of Data Releases: January 4-8, 2016

FMI's preview of data releases from January 4th to 8th 2016

2016: A New Year, A New-ish Economy

FMI's complete January 2016 Economic & Investment Outlook.

Data Round-Up: Old Year Ends on Soft Notes, New Year Prospects Still Good

FMI’s analyses of the December Chicago Purchasing Managers’ Index (and other Regional Surveys) and the latest Weekly UI Claims & Rail Traffic data.

FMI Weekly Data Preview: December 21-25

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

Data Round-Up: No Second Thoughts -- Rate Hike Should Be a Go

FMI's November Industrial Production report and November Housing Starts & Permits results, as well as notes on the December NY Fed Business Leaders Survey, a regional services measure.

FMI Weekly Data Preview: December 14-18

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

Data Round-Up: Core CPI Running Above +2%, Stage Set for Rate Hike

FMI’s analysis of today’s November CPI report including a review of high-frequency inflation indicators.

Latest Market Jitters Should Not Halt Next Week's Rate Hike

FMI’s “Friday Focus” commentary on the economy’s return to plain, old normal.

TOE Alert: Machinery Orders up a Lot, But Beware of Monthly Gyrations

Japan-watchers got very excited because core private machinery orders in October were up 10% on a month-on-month basis, However, the monthly movements in orders have very large gyrations, even though the most volatile elements are removed from core orders. Bottom line: core orders could be a genuine “green shoot,” or one month’s surprising number may be misleading us.

Getting to 2% Real Growth Productivity Revolution

Richard Katz's December issue of the Oriental Economist includes reports of Getting to 2% Real Growth Productivity Revolution, How Much Productivity Growth is Needed? Talk with MOF’s Top Official, Japan's Software Industry - What Went Wrong? Taking the Lead on Climate Change - New Energy Model for PRC, Development Aids Climate Goals, and Cheap Yen, Lots of Buying - Tourism Explodes.

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