Macro


TPA: The Discontent Behind the Dysfunction, Part 1

Putting off TPA vote to July 30 may be the best option if it gives time for viable compromise.

CAPEX Shows life in Revised GDP Numbers

Japan's Jan-March GDP was revised upwards from a 2.4% annual rate of growth to 3.9%, the biggest reason for the change was that, for the first time since the April 2014 tax hike, business investment grew substantially, at a 10% annual rate.

Export Tumble in May Raises Doubts

The encouraging rise in Japan's exports seen in January-March seemed to fizzle out in April and May and real exports fell two months in a row.

Real Wages in May Down 0.1%

Real wages in May were down yet again, this time by a mere 0.1%. That is the same as in April.

Five Observations for the New FOMC Era

FMI’s Commentary on the FOMC as it enters its new data-dependent era.

Data Round-Up: Trade & Vehicle Sales Add to Upside Surprises

FMI’s analyses of today’s April International Trade report and May Non-Manufacturing Index survey as well as a review of May Vehicle Sales.

Data Round-Up: Housing Starts/Permits Show Healthy Trends; Services Jobs Outlook Improving

FMI’s analyses of today’s May Housing Starts and the NY Fed’s regional Business Leaders Survey (services) and Supplemental Employment survey.

FOMC Majority Expects Two Rate Hikes by Year-End

FMI’s commentary on today’s FOMC post-meeting statement and Yellen news conference.

FMI Weekly Data Preview: June 22-26; Remember, Grease is the Word…

FMI’s Preview of the coming week’s notable data releases.

Housing Sector to Be a Good Driver for GDP Ahead

FMI’s Commentary on progress in the housing sector.

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