Macro
August Employment Preview: Expect +225K Private Payroll Jobs
written by Michael Lewis on September 03, 2015
FMI’s Preview of the August Employment Report including our review of the latest Weekly UI Claims & Rail Traffic data.
Yellen Has Only Vote that Matters This Week (Or Ever)
written by Michael Lewis on September 15, 2015
FMI’s commentary on the myth of the need for consensus in the FOMC.
FMI Weekly Data Preview: September 14-18
written by Michael Lewis on September 14, 2015
FMI’s complete Preview of this week’s notable data releases.
Data Round-Up: Hawkish Jobs Report Sets Stage for Sept. Rate Hike
written by Michael Lewis on September 04, 2015
FMI’s analysis of this morning’s August Employment report and a note on the 2015 Payroll Jobs Benchmark Revision.
Enforce Japan’s Anti-Discrimination Laws: How to Raise Wages
written by Richard Katz on September 04, 2015
Richard Katz's September issue of TOE includes reports on How to Raise Wages, For Now, Abe Polls Bounce, Abe Opens Door with Statement on War, Abe’s Careful Speech, Economy Watch, an interview with Nicholas Lardy on China's stock market and an interview with Tokyo University assistant professor Matthew Brummer, an expert on innovation, to understand Japan’s status as a “tech power.”
GDP, Wages, Stock Market all Disappoint
written by Richard Katz on September 08, 2015
This has not been a good few weeks for the Japanese economy. The stock market, the wage report for July, the GDP revision, and car sales in August have all provided disappointments.
Preview of Data Releases: September 8-11, 2015
written by Michael Lewis on September 08, 2015
FMI’s Preview of the rest of this week’s few notable data releases.
Labor Market Now Meets Fed Criteria to Start Rate Hikes
written by Michael Lewis on September 08, 2015
FMI’s commentary on the countdown to the September 16-17 FOMC meeting.
Data Round-Up: JOLTS Prod FOMC to Start Rate Hikes
written by Michael Lewis on September 09, 2015
FMI’s analysis of today’s July Job Openings & Labor Turnover Survey (JOLTS), as well as notes on the June Employer Costs for Employee Compensation survey.
Presidential Election Will Not Deter Fed from Hiking Rates
written by Michael Lewis on September 10, 2015
FMI’s commentary on the myth of Fed ‘time-outs’ during election years.
