All Regions

All Regions


Kuroda Goes Negative on Interest Rates - Monetary ‘Hail Mary’

Richard Katz's February 2016 issue of the Oriental Economist

Kuroda Goes Negative on Interest Rates - Monetary ‘Hail Mary’

Richard Katz's February 2016 issue of the Oriental Economist

Core PCE Likely Understates the ‘True’ Inflation Trend

FMI’s Friday Focus Commentary on differences between the core PCE and core CPI deflator.

Data Round-Up: Strong Wage Gains Increase the Odds for a March Rate Hike

FMI’s analysis of this morning’s January Employment (including a review of the Annual Payroll Benchmark) and December International Trade reports.

Data Round-Up: Light at End of Tunnel for Mfg; Continued Solid Income Trend

FMI’s analyses of this morning’s January PMI, December Construction and December Personal Income reports.

BOJ Tried a Bazooka with Negative Rates, but It's Just a Pop Gun

Followings are the key points fro this report, - BOJ tried another surprise “bazooka” but only managed a pop gun - Will apply a “negative interest rate” of 0.1% on new deposits of “excess reserves” held by banks at the BOJ - Hope is that it will get banks to lend more and thereby boost company investment and consumer spending ​- It won’t work: problem is not banks unwillingness to lend, but business/firm unwillingness to borrow

FMI February 2016 Economic and Investment Outlook

FMI's complete February 2016 Economic & Investment Outlook.

FMI Weekly Data Preview: January 25-29

FMI’s complete Preview of this week’s notable data releases.

Raising Profits without Raising Sales - What's the Bottom Line?

Japan’s firms, particularly its 5,000 largest firms, have mastered the art of producing growth in profits without growth in sales. They’ve done this by cutting costs, particularly labor costs.

Data Round-Up: Existing Home Sales Back to Healthy Trend, Inventories Very Lean

FMI’s review of this morning’s December Existing Home Sales report..

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