Macro
The Case for Lowering the Fed's Inflation Target
written by Michael Lewis on April 24, 2015
FMI’s Commentary on proposals to raise the Fed’s official +2% inflation target.
Data Round-Up: Real Equipment Likely Rose Just +5% in 15Q1
written by Michael Lewis on April 24, 2015
FMI’s analysis of this morning’s March Durable Goods Orders report.
Data Round-Up: UI Claims Remain Healthy; Revisions Offset New Home Sales Weakness
written by Michael Lewis on April 23, 2015
FMI’s analyses of the latest Weekly UI Claims & Rail Traffic data and March New Home Sales.
Tokyo Says Don't Expect TPP Deal at Summit
written by Richard Katz on April 20, 2015
Richard analyzes the remaining issue for Japan and the U.S. to reach a bilateral deal in time for the upcoming summit in Washington.
FMI Weekly Data Preview: April 20-24
written by Michael Lewis on April 20, 2015
FMI’s Preview of this week’s notable data releases.
On What Data Will the Data-Dependent FOMC Depend?
written by Michael Lewis on April 17, 2015
FMI’s Commentary on what “data dependence” will mean for the Fed.
Data Round-Up: Core Inflation Is Trending Up
written by Michael Lewis on April 17, 2015
FMI’s analyses of this morning’s March CPI report & Other Inflation Indicators and March Bank Lending & Money Supply data.
TOE Alert: Wyden-Hatch Cosponsor TPA without Any Increase in Congress' Ability to Withdraw all or Parts of It
written by Richard Katz on April 16, 2015
In this report, Richard explains why Wyden-Hatch deal on TPA increases the likelihood that TPA can pass the House.
Data Round-Up: March Data Underwhelm, But Real-Time April Indicators Are Looking up
written by Michael Lewis on April 16, 2015
FMI’s analyses of today’s April Philadelphia Fed Regional Manufacturing survey (and other recent Fed surveys), March Housing Starts and the latest Weekly UI Claims & Rail Traffic.
US Dollar & Trade Prices Review
written by Michael Lewis on April 13, 2015
FMI’s review of the US Dollar and Trade Prices for March.
