Macro

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Data Round-Up: UI Claims Holding Near Structural Lows

FMI’s reviews of the latest Weekly UI Claims & Rail Traffic data and the June Import/Export Prices report.

Deja vu: Yellen Out to Repeat Greenspan's Disastrous Policy

FMI’s commentary on ominous historical parallels to Yellen’s intended policy course.

FMI Data Analysis: August 15

Solid industrial production report

Weekly Data Preview: August 4-8

The highlight of this week’s few releases will be Wednesday’s International Trade report for June.

Vehicle Sales Remain Healthy in July

Vehicle sales reached an estimated 16.4 mm units in July (seasonally-adjusted at annual rate). While down a bit from June’s cycle high of 16.8 mm, sales were in line with the strong 14Q2 average.

June Spending, Income Drops Again, Worse than 1997

Income and Spending Down Again in June in Japan

Real Exports in June Down 2% From Last Year

Plurality of Voters Disapprove of Abenomics; Exports down in June 2% from Last Year

Abe's Approval Down Another Notch, Disapproval at Record 40%

Abe’s Approval Ratings Fell Another Big Notch in a Late July Sankei Poll

Another Setback for TPP, Republicans Say No TPP Without TPA First

Republicans Say Won't Vote for TPP Without TPA First; That Means No Pact This Year

Abe Lures Back Foreign Stock Investors

Foreign Investors Return to Japan in June, But on Much Smaller Scale than in 2013

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