Archive
Archive
FMI December 2015 Economic and Investment Outlook
written by Michael Lewis on Tuesday, December 1, 2015
FMI's complete December 2015 Economic & Investment Outlook.
Data Round-Up: PMI Shows Mfg Contraction, Still Points to +2% Real GDP in 15Q4
written by Michael Lewis on Tuesday, December 1, 2015
FMI’s analyses of this morning’s November PMI survey and October Construction report.
TOE Alert: Is BOJ right that Japan's potential growth is as low as 0.5%? Part 1
written by Richard Katz on Wednesday, November 18, 2015
We pointed out in our Nov. 16 Alert that Japan’s GDP has grown at a mere 0.6% annual pace in the nearly four years since early 2012,but our gut feeling is that the BOJ’s figure is too pessimistic, and the purpose of today’s Alert is to explore that question.
TOE Alert: Is Japan's Potential Growth Really Just 0.5%, Part 2
written by Richard Katz on Thursday, December 24, 2015
In our Alert of Nov. 18, we began looking at whether Japan’s potential growth is really as low as the 0.5% rate asserted by the Bank of Japan (BOJ)? Our gut feeling is that the BOJ is too pessimistic and that potential growth is more likely around 0.8%-0.9%, more or less the same as for the last quarter-century.
TOE Alert: Is Japan's potential growth really just 0.5%?
written by Richard Katz on Monday, November 30, 2015
Japan’s productivity growth faces two challenges from the labor side: a demographic crunch in which each worker must finance the livelihood of more retirees and an erosion of the skills of the labor due to the rise of non-regular workers to 37% of the labor force.
Data Round-Up: Manufacturing Still Struggling Amid Inventory Excesses
written by Michael Lewis on Monday, November 30, 2015
FMI’s analysis of the November Chicago Purchasing Managers’ Index (and other Regional Surveys)
Preview of Data Releases: Nov. 30-Dec. 4, 2015
written by Michael Lewis on Monday, November 30, 2015
FMI’s preview of the rest of the week’s notable data releases (including a Summary of major data in November and a Schedule of key releases in December).
A Graphic Presentation of FMI Key Economic Trends
written by Michael Lewis on Monday, November 30, 2015
FMI’s end-of-the-month summaries for November's graphic summary of economic trends.
The U.S. Dollar and International Economic Conditions
written by Michael Lewis on Monday, November 30, 2015
FMI’s end-of-the-month summary for November U.S. dollar analysis.
Federal Spending Up in ‘16; S&L Provides Bigger GDP Boost
written by Michael Lewis on Tuesday, November 24, 2015
FMI's commentary on federal and state & local fiscal policy.
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