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Solid Housing/Income Fundamentals to Offset Rising Rates

FMI’s commentary on the outlook for the housing sector.

Data Round-Up: Real Equipment Spending Headed for +6% Gain in 17Q1

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

Data Round-Up: New Home Sales Build on Solid Foundation

FMI’s analysis of today’s February New Home Sales report and the latest Weekly UI Claims & Rail Traffic data.

Data Round-Up: Existing Homes Sales Retrench in February; Trend Still Up Nicely

FMI’s review of this morning’s February Existing Homes Sales report.

Data Round-Up: Factories Continue to Gear Up Production, C&I Loans Stall

FMI’s analyses of this morning’s February Industrial Production report and February Bank Lending & Money Supply results.

Data Round-Up: Fed Bank Surveys Maintain Momentum in March

FMI’s analyses of this morning’s March Philadelphia Fed Manufacturing Index, February Housing Starts, January JOLTS data and Weekly UI Claims and Rail Traffic results.

FOMC Tilting Hawkish, Though No 4th Hike in 2017 (Yet)

FMI’s commentary on today’s FOMC post-meeting statement and Yellen news conference.

Data Round-Up: Real Consumption on Track for +1.5% Growth in 17Q1

FMI’s analyses of this morning’s February Retail Sales, February CPI and January Business Inventories reports as well as our review of the March NY Fed Empire Manufacturing Survey.

Data Round-Up: PPI Exceeds Consensus (Again); NFIB Continues Trump Glow

FMI’s analyses of this morning’s February PPI (including a review of high-frequency inflation indicators), the February NFIB Small Business Optimism Index, and the 17Q2 Manpower Employment Outlook Survey.

10-Year Bond Yield to Keep Trending Up, 4% by late 2018

FMI’s commentary on the outlook for further substantial increases in long rates

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