Archive
Archive
Data Round-Up: March Data Underwhelm, But Real-Time April Indicators Are Looking up
written by Michael Lewis on Thursday, April 16, 2015
FMI’s analyses of today’s April Philadelphia Fed Regional Manufacturing survey (and other recent Fed surveys), March Housing Starts and the latest Weekly UI Claims & Rail Traffic.
US Dollar & Trade Prices Review
written by Michael Lewis on Monday, April 13, 2015
FMI’s review of the US Dollar and Trade Prices for March.
FMI Weekly Data Preview; March Dollar & Trade Prices
written by Michael Lewis on Monday, April 13, 2015
FMI’s Preview of this week’s major data releases and a review of the US Dollar and Trade Prices for March.
Data Round-Up: March Industrial Production a Lamb, April Looking Lion-ish
written by Michael Lewis on Wednesday, April 15, 2015
FMI’s analysis of today’s March Industrial Production report and their review of this morning’s April NY Fed Empire regional manufacturing index.
Retail Sales Perked Up, But Real Consumption Underwhelmed for 15Q1
written by Michael Lewis on Tuesday, April 14, 2015
FMI’s analyses of today’s March Retail Sales, February Business Inventories and March PPI reports, as well as the March NFIB Small Business Optimism Index.
April Could be “Do or Die” For TPP, Part 2
written by Richard Katz on Friday, April 10, 2015
In this second part of the report, Richard explains why there might not be a TPP deal reached at the summit between Abe and Obama in late April.
April Could be “Do or Die" for TPP, Part 1
written by Richard Katz on Thursday, April 9, 2015
April may be the “do or die” month for the Trans-Pacific Partnership (TPP) free trade agreement (FTA). Two hurdles come in April, and failure to clear either one could doom TPP to become another Doha Round, i.e., trade negotiations that turn into a gabfest that goes on forever but is never concluded.
Data Round-Up: UI Claims Trend Sets New Cycle-Low, Labor Markets Continue to Improve
written by Michael Lewis on Thursday, April 9, 2015
FMI’s review of the latest Weekly Initial UI Claims & Rail Traffic data.
One Soft Jobs Report Will Not Derail Fed’s Rate-Hike Plans
written by Michael Lewis on Wednesday, April 8, 2015
FMI’s Commentary on the impact, or lack thereof, of the weak March employment report on the timing of the first funds target rate hike and on takeaways from the Minutes of the March FOMC meeting released this afternoon.
Data Round-Up: JOLTS Show Labor Fundamentals Continue to Firm
written by Michael Lewis on Tuesday, April 7, 2015
FMI’s analysis of today’s February Job Openings & Labor Turnover Survey.
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