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All Regions
‘Old’ Reliable Indicators Are More Nuanced in This Cycle
written by Michael Lewis on May 24, 2018
FMI’s commentary on the changing implications for some venerable data series.
Data Round-Up: Existing Home Sales Remain Lackluster; UI Claims Still Very Healthy
written by Michael Lewis on May 24, 2018
FMI’s review of this morning’s April Existing Home Sales report and the latest Weekly UI Claims & Rail Traffic data.
Data Round-Up: New Home Sales Lackluster in April, Trend Still Improving
written by Michael Lewis on May 23, 2018
FMI’s analysis of today’s April New Home Sales report.
Federal Tax Cut Means More Revenue for Some States
written by Michael Lewis on May 20, 2018
FMI’s commentary on complications for the states from the federal tax cut plus some other short topics
Surging U.S. Oil Output Will Blunt Impact of Higher Crude Oil Prices
written by Michael Lewis on May 16, 2018
FMI’s commentary on high oil prices and their effects -- positive and negative -- on the U.S. economy.
Data Round-Up: Housing Starts Continue to Trend Up; Revisions Blunt Mfg Gain
written by Michael Lewis on May 16, 2018
FMI’s review of this morning’s April Housing Starts and April Industrial Production reports.
Data Round-Up: April Retail Sales & Revisions Put Better Tone on 2018 Spending
written by Michael Lewis on May 15, 2018
FMI’s analyses of this morning’s April Retail Sales and March Business Inventories reports, and an updated look at likely GDP revisions for 18Q1 (all three also attached as a single PDF), plus notes on this morning’s the May NY Fed Empire regional manufacturing index and the May NAHB Housing Market index.
Data Round-Up: Core CPI a Bit Light in April, But Trend Still Picking Up
written by Michael Lewis on May 10, 2018
FMI’s analysis of this morning’s April CPI report plus our review of the latest Weekly UI Claims & Rail Traffic results.
Data Round-Up: Core PPI Moderates, But Remains Well Above Fed Target
written by Michael Lewis on May 09, 2018
FMI’s analyses of this morning’s April PPI report, including a review of the latest high-frequency price measures.
Supreme Court Poised to Blast Public Sector Unions
written by Michael Lewis on May 04, 2018
FMI’s commentary on unionization trends in the public and private sectors.
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