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.
FMI’s commentary on today’s FOMC post-meeting statement and Yellen news conference.
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.
FMI’s commentary on the outlook for further substantial increases in long rates
FMI’s analysis of today’s February Employment report
FMI’s review of this afternoon’s 16Q4 U.S. Financial Accounts (formerly Flow of Funds) report.