Macro

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FMI Weekly Data Preview: October 20-24

FMI’s Preview of the coming week’s smattering of data releases. Existing and New Home Sales reports for September on Tuesday and Friday, respectively, will provide more insight into the housing sector. Both are expected to show gradual trend improvement.

Data Round-Up: Housing Starts OK, Bank Lending Trend Remains Solid

FMI’s analyses of today’s September Housing Starts report and September Bank Lending & Money Supply data.

FY2014 Federal Deficit Improvement Will Be Short-Lived

FMI’s commentary on FY2014 federal budget results.

Data Round-Up: Claims, Regionals, Industrial Production -- A Very Good Day

FMI’s analyses of today’s October Philadelphia Fed Regional Manufacturing survey (and other Fed Bank surveys), September Industrial Production report and the latest Weekly UI Claims & Rail Traffic data.

Data Round-Up: A Soft September But Trends Remain Healthy

FMI’s analyses of today’s September Retail Sales and August Business Inventories reports as well as a review of September PPI data.

Data Round-Up: Small Businesses Plan Some Pick-Up In Hiring

While small firms remain somewhat pessimistic, the NFIB survey shows that they have begun to increase hiring and that they plan to do more in coming months. Wages are also rising, albeit gradually.

Data Round-Up: Small Businesses Plan Some Pick-Up In Hiring

While small firms remain somewhat pessimistic, the NFIB survey shows that they have begun to increase hiring and that they plan to do more in coming months. Wages are also rising, albeit gradually.

Japan Financial Markets Moved by U.S. Events

The ups and downs of Japanese stocks have closely mirrored those in the US since August.

Incipient LDP/SME Revolt Against First Arrow

When some powerful leaders of the Liberal Democratic Party (LDP) complain that the “First Arrow” of Abenomics (monetary ease and yen deprecation) is causing more harm than good, you know that the credibility of Abenomics has reached a turning point. And when this coincides with an indicator from the Cabinet Office that suggests the risk of an out-and-out recession following the April hike in the consumption tax, then you know that the bloom is really off the rose.

Bad Month for Abenomics

September was not a good month for Abenomics. That meant it was not a good month for Prime Minister Shinzo Abe either. The bump in the polls that Abe received following his Cabinet reshuffle a month ago has already begun to fade. Consider these shocks to the credibility of Abenomics.

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