The last issue of Rick's TOE including A Look back on Our Hits and Misses - Twenty Years of TOE, No Easy Reform Options for Japan, Scandal surrounding ultra-nationalist school - Abe’s Takakorobi?, 20 Years of Reform Efforts - Deeper Currents, Mireya Solis - Will Trump Hit Japan on Trade? and Small Talk.
FMI’s analyses of today’s March NFIB Small Business Optimism Index and February JOLTS results.
FMI’s review of the Fed’s recent Discount Rate Meetings released this afternoon plus an overview of the Fed Balance Sheet as policymakers move toward a strategy to wind down their extreme portfolio.
FMI’s review of U.S. Dollar and Trade Prices for March
FMI’s analyses of this morning’s March PPI (including a review of high-frequency inflation indicators) and the latest Weekly UI Claims and Rail Traffic results.
FMI’s commentary on the near- and longer-term outlook for vehicle sales.
FMI’s analysis of today’s March Employment report.