Archive
Archive
Data Round-up: Bond Issuance Up Sharply as Fed Clings to Ultra-Low Rates
written by Michael Lewis on Friday, September 18, 2015
FMI’s review of today’s 15Q2 U.S. Financial Accounts (formerly known as Flow of Funds).
It's a Bird, It's a Plane... It's SUPER-DOVE
written by Michael Lewis on Thursday, September 17, 2015
FMI’s commentary on today’s FOMC post-meeting statement and Yellen news conference.
Data Round-Up: Last Data Before FOMC Decision Look Fine
written by Michael Lewis on Thursday, September 17, 2015
FMI’s review of the September Philadelphia Fed Regional Manufacturing Survey, the latest Weekly UI Claims & Rail Traffic data, and August Housing Starts.
TOE Alert: Time Running out for TPP; Auto Talks in DC Make Little or No Headway
written by Richard Katz on Wednesday, September 16, 2015
Automotive TPP talks last week in DC failed to resolve—or even narrow substantially—the gap among the US, Japan, Canada and Mexico. Another round of talks is expected next week.
Data Round-Up: August CPI Somewhat Lighter than Expected, Won't Faze FOMC
written by Michael Lewis on Wednesday, September 16, 2015
FMI’s analysis of today’s August CPI report.
Six Reasons the FOMC Will Hike Rates Tomorrow
written by Michael Lewis on Wednesday, September 16, 2015
FMI’s commentary on the likely decision at the FOMC meeting tomorrow.
Data Round-Up: PMI Orders Edge Up; Construction Points to +0.5% Revision to 15Q2 GDP
written by Michael Lewis on Monday, August 3, 2015
FMI’s analyses of this morning’s July PMI, June Construction and June Personal Income & Consumption reports.
Upside Surprise: July Vehicle Sales Reach 17.5+ mm Units
written by Michael Lewis on Monday, August 3, 2015
FMI’s review of July Vehicle Sales.
Data Round-Up: 15Q2 Real GDP Growth Looks to Be Revised Up to +3%
written by Michael Lewis on Tuesday, August 4, 2015
FMI’s review of 15Q2 GDP Sources & Assumptions, including likely revisions to date.
The NMI stunned to the upside in July with the headline index and key components (new orders, employment) surging to 10-year highs.
written by Michael Lewis on Tuesday, August 4, 2015
FMI's complete August 2015 Economic & Investment Outlook.
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