Macro


Unemployment Insurance Claims

FMI’s analysis of the latest Weekly UI Claims & Rail Traffic data.

Data Round-Up: Dollar Stabilizing; Trade Prices Continue to Decline

FMI’s reviews of September US Dollar & Trade Prices data.

Data Round-Up: Services Remained Very Respectable in September

FMI’s analysis of this morning’s September Non-Manufacturing Index

TOE Alert: How Does Japan Stack up on Growth Compared to G7, Part 2

Richard's second installment on how Japan's economic growth has been compared with other G7 countries.

TOE Alert: How does Japan's Growth Stack up in International Comparisons, Part 1

Some economists claim that except for aging, Japan does not really have a problem with growth in GDP or productivity. And in this report Richard argues why that statement is incorrect.

How Will BOJ Respond to Return of Deflation?

By one measure, deflation, like the swallows at Capistrano, has returned to Japan. According to the official target of the Bank of Japan (BOJ)—the consumer price index (CPI) except for fresh food—prices fell -0.1% in August from last year. This is the first time Japan has seen deflation since April 2013.

Data Round-Up: Improved GDP Mix in 15Q2 Will Boost 15Q3 Some

FMI’s analysis of this morning’s Third Report of 15Q2 GDP.

Data Round-Up: Real Consumption on Track for +3.7% Gain in 15Q3

FMI’s analysis of this morning’s August Personal Income & Consumption data as well as our Preview of the rest of the week’s notable data releases.

Data Round-Up: Home Prices Continue Rising at Nice Pace

FMI’s analyses of this morning’s July Home Prices data and the Conference Board Consumer Confidence poll for September.

Data Round-Up: Chicago PM Underscores Soft Month for Manufacturing

FMI’s analysis of the Chicago Purchasing Managers’ Index and other September Regional Surveys as well as our Summary of data released in September and a Schedule of major releases in October.

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