Macro

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More Labor Slack than U-3 Says But Less than Doves Hope

FMI’s commentary on the amount of labor slack in the economy

Data Round-Up: Fed Surveys Retrench More But ‘Trump Bump’ Still On

FMI’s analyses of this morning’s April Philadelphia Fed Manufacturing Index and the latest Weekly UI Claims and Rail Traffic results.

FMI Weekly Data Preview: April 17-24

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

Data Round-Up: Utilities Heat Up, But Mfg Brakes; Housing Trends Remain Solid

FMI’s analyses of this morning’s March Industrial Production and March Housing Starts reports.

China Update: Reflecting on the Trump-Xi Summit

An update on China after the Trump - Xi Summit

Data Round-Up: After Slow March, Real Growth and Inflation Should Rebound

FMI’s analyses of this morning’s March CPI, March Retail Sales, and February Business Inventories reports, as well as a review of March Bank Lending & Money Supply results.

The Lalcap India Report - April 2017

Deepak's April issue of the India Report

The Oriental Economist Report - April 2017

The last issue of Rick's TOE including A Look back on Our Hits and Misses - Twenty Years of TOE, No Easy Reform Options for Japan, Scandal surrounding ultra-nationalist school - Abe’s Takakorobi?, 20 Years of Reform Efforts - Deeper Currents, Mireya Solis - Will Trump Hit Japan on Trade? and Small Talk.

FMI April 2017 Economic and Investment Outlook

FMI's complete April 2017 Economic & Investment Outlook

FMI Weekly Data Preview: April 10-14

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

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