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Latest Reports

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After (Another) Q1 Lull, Real GDP to Surge Near +4% in 17Q2

FMI’s commentary on the outlook for Real GDP for 17Q1 and beyond.

Data Round-Up: Housing Activity Springs Forward; Consumer, Business Surveys Remain Upbeat

FMI’s analyses of today’s March New Home Sales, February S&P/Case-Shiller Home Price Index and the Conference Board’s April Consumer Confidence Index, plus notes on April Richmond & Dallas Fed regional surveys.

FMI Weekly Data Preview; Overview of the French Election

FMI’s Preview of this week’s notable data releases as well as reflections on this past weekend’s presidential election in France.

Infrastructure Stimulus Has Poor Track Record

FMI’s Friday commentary on the poor track record of federal infrastructure projects for, um, making tracks, highways, etc, plus notes on increased exports and imports for March, as well as our overview of upcoming elections in the UK and France.

Data Round-Up: Existing Homes Sales Rally in March

FMI’s review of this morning’s March Existing Homes Sales report

More Labor Slack than U-3 Says But Less than Doves Hope

FMI’s commentary on the amount of labor slack in the economy

Data Round-Up: Fed Surveys Retrench More But ‘Trump Bump’ Still On

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

FMI Weekly Data Preview: April 17-24

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

Data Round-Up: Utilities Heat Up, But Mfg Brakes; Housing Trends Remain Solid

FMI’s analyses of this morning’s March Industrial Production and March Housing Starts reports.

China Update: Reflecting on the Trump-Xi Summit

An update on China after the Trump - Xi Summit

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