Macro

Data Round-Up: Job Openings Now Outnumber Job Seekers

written by Michael Lewis on June 05, 2018

FMI’s review of today’s May Non-Manufacturing Index and April Job Openings & Labor Turnover Survey results.

Data Round-Up: A Solid May Jobs Report on All Fronts

written by Michael Lewis on June 01, 2018

FMI’s analyses of today’s May Employment report.

Data Round-Up: Home Prices Accelerate Further, 'Jobs Plentiful' Poll at 17-Year High

written by Michael Lewis on May 29, 2018

FMI’s review of March S&P/Case-Shiller Home Price Index and May Conference Board Consumer Confidence, featuring Jobs-Plentiful/Jobs-Hard-to-Get data, plus our Preview of the rest of this week’s major data releases.

Data Round-Up: U.S. Goods Exports Off to Good Start for 18Q2

written by Michael Lewis on May 30, 2018

FMI’s analyses of today’s April Advance Indicators (Goods-trade, wholesale & retail inventories) results and the Second Report of 18Q1 GDP.

‘Old’ Reliable Indicators Are More Nuanced in This Cycle

written by Michael Lewis on May 24, 2018

FMI’s commentary on the changing implications for some venerable data series.

Data Round-Up: Real Equipment Spending Likely to 'Pause' in 18Q2 -- Up Less than +2%

written by Michael Lewis on May 25, 2018

FMI’s analysis of today’s April Durable Goods Orders report.

Federal Tax Cut Means More Revenue for Some States

written by Michael Lewis on May 20, 2018

FMI’s commentary on complications for the states from the federal tax cut plus some other short topics

Data Round-Up: Housing Starts Continue to Trend Up; Revisions Blunt Mfg Gain

written by Michael Lewis on May 16, 2018

FMI’s review of this morning’s April Housing Starts and April Industrial Production reports.

Data Round-Up: April Retail Sales & Revisions Put Better Tone on 2018 Spending

written by Michael Lewis on May 15, 2018

FMI’s analyses of this morning’s April Retail Sales and March Business Inventories reports, and an updated look at likely GDP revisions for 18Q1 (all three also attached as a single PDF), plus notes on this morning’s the May NY Fed Empire regional manufacturing index and the May NAHB Housing Market index.