Archive
Archive
Data Round-Up: Core CPI Running Above +2%, Stage Set for Rate Hike
written by Michael Lewis on Tuesday, December 15, 2015
FMI’s analysis of today’s November CPI report including a review of high-frequency inflation indicators.
Latest Market Jitters Should Not Halt Next Week's Rate Hike
written by Michael Lewis on Friday, December 11, 2015
FMI’s “Friday Focus” commentary on the economy’s return to plain, old normal.
TOE Alert: Machinery Orders up a Lot, But Beware of Monthly Gyrations
written by Richard Katz on Wednesday, December 9, 2015
Japan-watchers got very excited because core private machinery orders in October were up 10% on a month-on-month basis, However, the monthly movements in orders have very large gyrations, even though the most volatile elements are removed from core orders. Bottom line: core orders could be a genuine “green shoot,” or one month’s surprising number may be misleading us.
Getting to 2% Real Growth Productivity Revolution
written by Richard Katz on Friday, December 4, 2015
Richard Katz's December issue of the Oriental Economist includes reports of Getting to 2% Real Growth Productivity Revolution, How Much Productivity Growth is Needed? Talk with MOF’s Top Official, Japan's Software Industry - What Went Wrong? Taking the Lead on Climate Change - New Energy Model for PRC, Development Aids Climate Goals, and Cheap Yen, Lots of Buying - Tourism Explodes.
Data Round-Up: NFIB, Manpower, JOLTS Show Continued Healthy Jobs Market
written by Michael Lewis on Tuesday, December 8, 2015
FMI’s analyses of today’s November NFIB Small Business Optimism Index, October JOLTS report and 16Q1 Manpower Employment Outlook Survey.
Solid Jobs Results Put a Bow on December Rate Hike
written by Michael Lewis on Friday, December 4, 2015
FMI’s analyses of this morning’s November Employment and October International Trade reports.
Data Round-Up: Services OK But Well Off Recent Highs
written by Michael Lewis on Thursday, December 3, 2015
FMI’s analysis of today’s November Non-Manufacturing Index, September International Trade report as well as notes on this morning’s October Manufacturers’ Shipments, Inventories & Orders report.
Nov. Jobs Preview: Expect +210K Private Payroll Gain -- 'Go' Signal for FOMC
written by Michael Lewis on Thursday, December 3, 2015
FMI’s Preview of the November Employment Report including their review of the latest Weekly UI Claims & Rail Traffic results.
Data Round-Up: Vehicle Sales Stay in High Gear; Compensation Trend Improving
written by Michael Lewis on Wednesday, December 2, 2015
FMI’s review of November Vehicle Sales and today’s Revised 15Q3 Productivity & Labor Costs data.
TOE Alert: Is Japan's Potential Growth Really As Low as 0.5%, Part 4
written by Richard Katz on Tuesday, December 1, 2015
One way to boost labor productivity, and thus potential growth, is to give each worker more tools, and this Japan has done. Over the long haul, however, it is ever more important to give workers “smarter” tools, e.g. moving from animal-pulled plows to tractors, from the stand-alone PC to the Internet. And it is important for companies to use those smarter tools up to their full potential. On this front, as we will detail today, Japan falls short.
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