Archive
Archive
TOE Alert: Consumption and Real Income Slowly Recovering, but Still Below Pre-Tax Hike Levels
written by Richard Katz on Friday, June 26, 2015
Japan's household spending is rebounding from its post-tax hike bottom, but at a very slow pace and in a zig-zag fashion.
TOE Alert: Abe Undermines Cause of Collective Self-Defense as His Approval Rating Plunges
written by Richard Katz on Monday, June 29, 2015
Upwards of 58% of the population opposes Abe’s security bills, and just 28% support them.
Real Wages in May Down 0.1%
written by Richard Katz on Tuesday, June 30, 2015
Real wages in May were down yet again, this time by a mere 0.1%. That is the same as in April.
His Own Worst Enemy
written by Richard Katz on Thursday, July 2, 2015
July 2015 issue of the Oriental Economist includes reports of His Own Worst Enemy, No “Bon Bons” for Diet, Fight over TPA in the US, Japan-Korea Thaw, Economy Watch, Japan’s Hidden Champions.
TOE Alert: Abe to Get Security Bills through Despite Public Uproar
written by Richard Katz on Thursday, July 9, 2015
Richard explains why Abe's power within LDP will remain strong despite his recent disapproval rating has increased.
Five Observations for the New FOMC Era
written by Michael Lewis on Tuesday, June 2, 2015
FMI’s Commentary on the FOMC as it enters its new data-dependent era.
Data Round-Up: Trade & Vehicle Sales Add to Upside Surprises
written by Michael Lewis on Wednesday, June 3, 2015
FMI’s analyses of today’s April International Trade report and May Non-Manufacturing Index survey as well as a review of May Vehicle Sales.
Data Round-Up: Housing Starts/Permits Show Healthy Trends; Services Jobs Outlook Improving
written by Michael Lewis on Tuesday, June 16, 2015
FMI’s analyses of today’s May Housing Starts and the NY Fed’s regional Business Leaders Survey (services) and Supplemental Employment survey.
FOMC Majority Expects Two Rate Hikes by Year-End
written by Michael Lewis on Wednesday, June 17, 2015
FMI’s commentary on today’s FOMC post-meeting statement and Yellen news conference.
FMI Weekly Data Preview: June 22-26; Remember, Grease is the Word…
written by Michael Lewis on Friday, June 19, 2015
FMI’s Preview of the coming week’s notable data releases.
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