Macro
Data Round-Up: Home Price Gains Remain Healthy; Services Upbeat But Mfg Struggles
written by Michael Lewis on August 25, 2015
FMI’s analysis of this morning’s June Home Prices data and July New Homes Sales and the August Conference Board Consumer Confidence poll, as well as notes about this morning’s Richmond and Philadelphia Fed regional surveys.
Data Round-Up: Real Equipment on Track for +7.5% Growth in 15Q3
written by Michael Lewis on August 26, 2015
FMI’s analyses of this morning’s July Durable Goods Orders report.
Data Round-Up: Real Consumption Likely to Post 3.25% Growth in 15Q3
written by Michael Lewis on September 15, 2015
FMI’s analyses of today’s August Retail Sales, July Business Inventories and August Industrial Production reports as well as notes on today’s September NY Fed Empire Regional Manufacturing Index.
Data Round-Up: July Disappoints, But Real Consumption Growth Still Likely +3% in 15Q3
written by Michael Lewis on August 28, 2015
FMI’s analyses of this morning’s July Personal Income & Consumption report.
FMI September 2015 Economic and Investment Outlook
written by Michael Lewis on August 28, 2015
FMI's complete September 2015 Economic & Investment Outlook.
Data Round-Up: Chicago PM Helps Dispel Some Manufacturing Gloom
written by Michael Lewis on August 31, 2015
FMI’s analysis of the Chicago Purchasing Managers’ Index and other August Regional Survey.
Data Round-Up: PMI Sagged But Construction Looks Very Upbeat
written by Michael Lewis on September 01, 2015
FMI’s analyses of this morning’s August PMI and July Construction reports.
Data Round-Up: PMI Sagged But Construction Looks Very Upbeat
written by Michael Lewis on September 01, 2015
FMI’s analyses of this morning’s August PMI and July Construction reports.
Data Round-Up: Bright August Vehicle Sales Defy Stock Market Gloom
written by Michael Lewis on September 02, 2015
FMI’s review of August Vehicle Sales and today’s Revised 15Q2 Productivity & Labor Costs report.
Data Round-Up: Trade a Moderate Plus for 15Q3 GDP; Services Remain Solid
written by Michael Lewis on September 03, 2015
FMI’s analysis of today’s July International Trade report and August Non-Manufacturing Index survey.
