Macro


Data Round-Up: Productivity Plunged (Again) in 15Q1, Compensation Rising Briskly

FMI’s analysis of today’s 15Q1 Productivity and Labor Costs results.

Data Round-Up: Int'l Trade Likely to Push 15Q1 GDP into Red; Services Upbeat

FMI’s analyses of today’s March International Trade report and April Non-Manufacturing Index.

FMI May 2015 Economic and Investment Outlook

FMI's complete May 2015 Economic & Investment Outlook including our take on the alleged first quarter GDP 'curse'.

Can Cheap Yen Drive GDP Growth, Part 2?

In this report Richard analyzes why the yen’s weakness might not trigger a surge in the trade surplus that drives GDP growth as in the mid-2000s.

The U.S. Dollar and International Economic Conditions

FMI’s end-of-the-month summaries for U.S. dollar analysis.

Data Round-Up: March Results Point to Stronger Consumption, Higher Inflation Ahead

FMI’s analyses of this morning’s March Personal Income and Consumption report, April Chicago Purchasing Managers Index and other Regional Surveys, and Weekly UI Claims and Rail Traffic data.

Forward Guidance Now Gone; FOMC to Start Rate Hikes 'When Appropriate'

FMI’s commentary on today’s FOMC post-meeting statement.

Data Round-Up: Despite 15Q1 Pothole, GDP Trend Should Firm Ahead

FMI’s analysis of this morning’s Advance Report of 15Q1 GDP.

Japan Exports Show "Green Shoots"

Export rebound in March in Japan makes economists more optimistic about both medium-term real exports and Jan-March GDP.

FMI Weekly Data Preview: April 27-May 1

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

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