Macro
Preview of Data Releases: April 6-10, 2015
written by Michael Lewis on April 03, 2015
FMI’s preview of the coming week’s few data releases.
GDP Risks Contraction in Jan.-March, Part 1
written by Richard Katz on April 02, 2015
Richard analyzes the reason behind Japan's GDP may contract in Jan-March based on the February data.
Data Round-Up: Real Net Exports a Modest Negative for 15Q1 GDP; Vehicle Sales Rev Up
written by Michael Lewis on April 02, 2015
FMI’s analyses of this morning’s February International Trade report and March Vehicle Sales.
FMI March Employment Preview: Expect +250K Private Payroll Jobs
written by Michael Lewis on April 02, 2015
FMI’s Preview of March Employment including a review of the latest Weekly Initial UI Claims data.
Data Round-Up: Consumption Likely Grew Just +2% in 15Q1, But Income Remains Solid
written by Michael Lewis on March 30, 2015
FMI’s analysis of this morning’s February Personal Income & Consumption report.
FMI Weekly Data Preview: March 30 - April 3
written by Michael Lewis on March 27, 2015
FMI’s Preview of the coming week’s major data releases.
Data Round-Up: 14Q4 GDP Shows Continued Strong Real Consumption & Income, Better I/S Ratio
written by Michael Lewis on March 27, 2015
FMI’s analysis of this morning’s Third Report of 14Q4 GDP.
Toyota the Exception On Wage Hikes, Part 2
written by Richard Katz on March 24, 2015
In this part 2 of the report, Richard argues that rather than rush to judgment about the impact of this spring’s wage negotiations on nominal and real wage growth based on the headlines from a few big firms like Toyota, we should wait until we get the actual numbers on wages for April and a few months thereafter.
Data Round-Up: Core Inflation Trend Appears to Be Firming
written by Michael Lewis on March 24, 2015
FMI’s analysis of today’s February CPI (also attached as a PDF) as well as notes on this morning’s February New Home Sales and January FHFA Home Price Index as well as March Richmond Fed Regional Surveys.
Toyota the Exception On Wage Hikes, Part 1
written by Richard Katz on March 23, 2015
There is a lot of crowing in the Japanese press about wages rising in Japan because Toyota Motor Co. and some other big firms offered the biggest wage hikes in years, partly due to pressure from the Abe administration.
