Macro
FMI October 2015 Economic and Investment Outlook
written by Michael Lewis on September 30, 2015
FMI's complete October 2015 Economic & Investment Outlook.
TOE Alert: Another Technical Recession Predicted
written by Richard Katz on October 01, 2015
Japan in "technical recession" as July-Sept. GDP estimated to have fallen for 2nd consecutive quarter
Data Round-Up: Improved GDP Mix in 15Q2 Will Boost 15Q3 Some
written by Michael Lewis on September 25, 2015
FMI’s analysis of this morning’s Third Report of 15Q2 GDP.
Data Round-Up: Real Equipment Spending on Track for +6% Gain in 15Q3
written by Michael Lewis on September 24, 2015
FMI’s analyses of this morning’s August Durable Goods Orders and August New Home Sales reports as well as the latest Weekly UI Claims & Rail Traffic data.
Preview of Data Releases: September 21-25, 2015
written by Michael Lewis on September 21, 2015
FMI’s complete Preview of this week’s few notable data releases.
August Existing Home Sales
written by Michael Lewis on September 21, 2015
FMI’s review of this morning’s August Existing Home Sales report.
Data Round-up: Bond Issuance Up Sharply as Fed Clings to Ultra-Low Rates
written by Michael Lewis on September 18, 2015
FMI’s review of today’s 15Q2 U.S. Financial Accounts (formerly known as Flow of Funds).
It's a Bird, It's a Plane... It's SUPER-DOVE
written by Michael Lewis on September 17, 2015
FMI’s commentary on today’s FOMC post-meeting statement and Yellen news conference.
Data Round-Up: Last Data Before FOMC Decision Look Fine
written by Michael Lewis on September 17, 2015
FMI’s review of the September Philadelphia Fed Regional Manufacturing Survey, the latest Weekly UI Claims & Rail Traffic data, and August Housing Starts.
TOE Alert: Time Running out for TPP; Auto Talks in DC Make Little or No Headway
written by Richard Katz on September 16, 2015
Automotive TPP talks last week in DC failed to resolve—or even narrow substantially—the gap among the US, Japan, Canada and Mexico. Another round of talks is expected next week.
