Macro

Data Round-Up: Core PPI Shows No Signs of Disinflation

written by Michael Lewis on September 11, 2015

FMI’s analyses of today’s August Producer Price Index (plus High-Frequency Inflation Indicators) and August Bank Lending & Money Supply results.

Data Round-Up: Revisions Buoy Mfg Results, PPI Perks Up Some

written by Michael Lewis on July 15, 2015

Michael Lewis' analysis of today’s June Industrial Production report and June PPI data.

Labor Trends Support Decision to Start Rate Hikes -- Soon

written by Michael Lewis on July 10, 2015

Mike Lewis' Commentary on labor market trends and what is likely to be a sooner-than-later Fed decision to start rate hikes.

FMI Weekly Data Preview: July 13-17

written by Michael Lewis on July 13, 2015

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

Data Round-Up: Real Consumption & GDP Likely Posted +2.5% Growth in 15Q2

written by Michael Lewis on July 14, 2015

FMI’s analyses of today’s June Retail Sales, May Business Inventories, and June NFIB Small Business Optimism reports, as well as our review of June Import-Export Prices

TPA: Discontent Behind the Dysfunction, Part 3

written by Richard Katz on June 19, 2015

If TPP were going to produce very sizable real income gains for most American workers (through some combination of higher wages and lower prices), then the economic arguments for TPP might be more persuasive.

Data Round-Up: Real Equipment Headed for Modest +4% 15Q2 Gain; Home Sales Stronger

written by Michael Lewis on June 23, 2015

FMI’s analyses of this morning’s May Durable Goods Orders as well as notes on the today’s May New Homes Sales and June Fed Regional Business Surveys.

TPA: Discontent Behind the Dysfunction, Part 5

written by Richard Katz on June 23, 2015

Senate approves close of debate on TPA 60-37; TAA requires another vote; and then a vote in the House. Under TPA, even if TPP were concluded tomorrow, it would be at least four months before Congress could vote on ratification.