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One Soft Jobs Report Will Not Derail Fed’s Rate-Hike Plans
written by Michael Lewis on April 08, 2015
FMI’s Commentary on the impact, or lack thereof, of the weak March employment report on the timing of the first funds target rate hike and on takeaways from the Minutes of the March FOMC meeting released this afternoon.
Data Round-Up: JOLTS Show Labor Fundamentals Continue to Firm
written by Michael Lewis on April 07, 2015
FMI’s analysis of today’s February Job Openings & Labor Turnover Survey.
Data Round-Up: Services Maintain Healthy Pace in March
written by Michael Lewis on April 06, 2015
FMI’s analysis of the March Non-Manufacturing Index.
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.
Never Mind: Yellen Backtracks on Sluggish Wage Concerns
written by Michael Lewis on April 03, 2015
FMI’s Commentary about Janet Yellen’s evolving view of wages and the fickleness of the data-dependent Fed.
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: 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.
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: 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.
The U.S. Dollar and International Economic Conditions
written by Michael Lewis on March 27, 2015
FMI’s end-of-the-month summaries for the U.S. Dollar and International Economic Conditions.
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