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The Bumpier Road to a 'Trump Bump' in Fiscal Policy

FMI’s commentary on the state of the Trump fiscal agenda.

Data Round-Up: Fed Surveys Retrench, But Firms Still Expect ‘Trump Bump’ on Policy

FMI’s analyses of this morning’s July Philadelphia Fed Manufacturing Index and the latest Weekly UI Claims and Rail Traffic results.

Data Round-Up: Single- and Multi-Family Housing Starts Post Healthy Gains

FMI’s review of this morning’s June Housing Starts report.

Data Round-Up: Dollar Continues to Drift Down, Trade Prices Edging Up

FMI’s review of this morning’s June U.S. Dollar & Trade Prices results.

FMI Weekly Data Preview: July 17-21

FMI’s Preview of this week’s few data releases.

Data Round-Up: Real Consumption Likely Grew +2.8% in 17Q2; Core Inflation Picking Up Some

FMI’s analyses of this morning’s June CPI, June Retail Sales, May Business Inventories and June Industrial Production reports.

Trump Satisfied with Direction of Fed Policy; Installing Cohn Brings Few Benefits, Some Risks

FMI’s analysis of today’s June PPI, including a review of High-Frequency Inflation Indicators, and the latest Weekly UI Claims & Rail Traffic results.

State & Local Gov’t Contribution to GDP to Remain Modest

FMI’s commentary on the state-level budget outlook.

June Bank Lending & Money Supply

FMI’s review of June Bank Lending & Money Supply data.

Yellen Is Still in the Hunt for a Second Term as Fed Chair

FMI’s commentary on today’s Fed Semi-Annual Monetary Report to Congress and Yellen’s prospects for a second term.

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