Macro
TOE Alert: Is Japan's potential growth really just 0.5%?
written by Richard Katz on November 30, 2015
Japan’s productivity growth faces two challenges from the labor side: a demographic crunch in which each worker must finance the livelihood of more retirees and an erosion of the skills of the labor due to the rise of non-regular workers to 37% of the labor force.
Data Round-Up: Manufacturing Still Struggling Amid Inventory Excesses
written by Michael Lewis on November 30, 2015
FMI’s analysis of the November Chicago Purchasing Managers’ Index (and other Regional Surveys)
Preview of Data Releases: Nov. 30-Dec. 4, 2015
written by Michael Lewis on November 30, 2015
FMI’s preview of the rest of the week’s notable data releases (including a Summary of major data in November and a Schedule of key releases in December).
A Graphic Presentation of FMI Key Economic Trends
written by Michael Lewis on November 30, 2015
FMI’s end-of-the-month summaries for November's graphic summary of economic trends.
The U.S. Dollar and International Economic Conditions
written by Michael Lewis on November 30, 2015
FMI’s end-of-the-month summary for November U.S. dollar analysis.
Federal Spending Up in ‘16; S&L Provides Bigger GDP Boost
written by Michael Lewis on November 24, 2015
FMI's commentary on federal and state & local fiscal policy.
Federal Reserve Bank Discount Rate Change Requests
written by Michael Lewis on November 24, 2015
FMI’s update on Rate Hike Requests from Fed Banks.
Data Round-Up: Inventory Correction Has Ways to Go; Income Revised Up Markedly
written by Michael Lewis on November 24, 2015
FMI’s analyses of this morning’s Second Report of 15Q3 GDP and October Advance Trade-Goods data, as well as notes on the November Philadelphia Fed regional non-manufacturing survey, Richmond Fed regional manufacturing & services surveys and Conference Board Consumer Confidence Index.
Data Round-Up: Existing Home Sales Retrench Some, Trends Remain Upbeat
written by Michael Lewis on November 23, 2015
FMI’s review of this morning’s October Existing Home Sales report and comments on the FOMC’s discussion of real equilibrium interest rates at the October meeting.
Yellen & FOMC Are Ready for a Rate Hike in December
written by Michael Lewis on November 20, 2015
FMI’s Commentary on the FOMC’s likely rate hike decision in December and challenges to their plans for a gradual tightening arc.
