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.