Archive

Toyota the Exception On Wage Hikes, Part 2

written by Richard Katz on Tuesday, March 24, 2015

In this part 2 of the report, Richard argues that rather than rush to judgment about the impact of this spring’s wage negotiations on nominal and real wage growth based on the headlines from a few big firms like Toyota, we should wait until we get the actual numbers on wages for April and a few months thereafter.

Data Round-Up: Core Inflation Trend Appears to Be Firming

written by Michael Lewis on Tuesday, March 24, 2015

FMI’s analysis of today’s February CPI (also attached as a PDF) as well as notes on this morning’s February New Home Sales and January FHFA Home Price Index as well as March Richmond Fed Regional Surveys.

Toyota the Exception On Wage Hikes, Part 1

written by Richard Katz on Monday, March 23, 2015

There is a lot of crowing in the Japanese press about wages rising in Japan because Toyota Motor Co. and some other big firms offered the biggest wage hikes in years, partly due to pressure from the Abe administration.

FMI Weekly Data Preview: March 23-27

written by Michael Lewis on Monday, March 23, 2015

FMI’s Preview of this week’s major data releases.

Fed Is Ready for June Rate Hike; Economy Likely Will Be Too

written by Michael Lewis on Friday, March 20, 2015

FMI’s Commentary addressing questions raised in the wake of this week’s FOMC meeting.

Data Round-Up: Real-Time Measures Show Rebound in March

written by Michael Lewis on Thursday, March 19, 2015

FMI’s analyses of the latest Weekly UI Claims & Rail Traffic and today’s March Philadelphia Fed Regional Manufacturing survey (and other recent Fed surveys).