Macro
ACA Subsidy Snafus Responsible for Part of 2015 Lull
written by Michael Lewis on May 14, 2015
FMI’s Commentary on one cause for recent subdued retail sales: the Affordable Care Act.
TOE Alert: Senate Reaches Deal on TPA vote; Question is When
written by Richard Katz on May 13, 2015
Senate Republicans and Democrats reached a deal this afternoon to get a vote to begin debate on Trade Promotion Authority (TPA), following yesterday’s failure.
TPA Vote Today was Part of the Negotiations
written by Richard Katz on May 12, 2015
Trade Promotion Authority (TPA) has been delayed by today’s vote in the Senate against immediate opening of floor debate, but it definitely does not mean that TPA is dead. Rather, the vote is part of the negotiations between the Democrats and Republicans on how many other matters will be bundled together with TPA.
Who Wins, Who Loses?
written by Richard Katz on May 08, 2015
In this report Richard analyzes who has gained and who has lost because of the yen’s big depreciation.
Data Round-Up: UI Claims Remain Upbeat, PPI Is Subdued
written by Michael Lewis on May 14, 2015
FMI’s analyses of today’s April PPI data and the latest Weekly UI Claims & Rail Traffic.
Data Round-Up: After Soft Start in Retail, Consumption on Track for +2% Real Gain in 15Q2
written by Michael Lewis on May 13, 2015
FMI’s analyses of today’s April Retail Sales and March Business Inventories reports, an updated look at 15Q1 GDP Sources & Assumptions, and a review of April US Dollar and Trade Prices results.
Healthy Jobs Gain Keeps Fed on Track for Rate Hike by Late Summer
written by Michael Lewis on May 08, 2015
FMI’s analysis of this morning’s April Employment reports.
April Employment Preview: Expect +225K Private Payroll Jobs
written by Michael Lewis on May 07, 2015
FMI’s Preview of April Employment including a review of the latest Weekly Initial UI Claims & Rail Traffic data.
TOE Alert: The Cost of the Weak Yen: 5% of Gross Domestic Income
written by Richard Katz on May 05, 2015
The 30% depreciation of the yen could be lowering Japan’s standard of living by as much as 4-5%, according to the GDP figures,
‘Q1 Curse’ More than a Fluke, But Does Not Change Upbeat Trend
written by Michael Lewis on May 06, 2015
FMI’s Commentary on residual seasonal patterns in GDP and the “Q1 Curse.”
