exports
Data Round-Up: U.S. Exports Continue Trending Up, Trade a Solid Positive for 18Q2
written by Michael Lewis on June 06, 2018
FMI’s analyses of this morning’s April International Trade report and revised 18Q1 Productivity & Labor Costs results, as well as a review of Vehicle Sales and Production.
Data Round-Up: U.S. Exports Continue to Rise Nicely, Stronger Imports Showcase Healthy Domestic Economy
written by Michael Lewis on February 06, 2018
FMI’s analyses of this morning’s December International Trade results and December Job Openings & Labor Market Turnover report.
Data Round-Up: Imports Surge in October, NMI Remains Very Healthy in November
written by Michael Lewis on December 05, 2017
FMI’s analysis this morning’s October International Trade report and November Non-Manufacturing Index.
Data Round-Up: Goods Trade, Wholesale Inventories Off to Sluggish Start for 17Q4
written by Michael Lewis on November 28, 2017
FMI’s analyses of today’s October Advance Indicators (Goods-trade, wholesale & retail inventories), September S&P/Case-Shiller Home Price Index and November Conference Board Consumer Confidence reports (all three attached as a single PDF) plus notes on this morning’s Richmond & Dallas Fed Bank Regional Surveys.
TOE Alert: Exports Plunge 9% in January from Year Ago; GDP Forecasts for 2016-17 Being Lowered
written by Richard Katz on February 18, 2016
Key points: - In January, real (price-adjusted) exports plunged by 9% from a year ago, the most severe downturn in three years; three-month average down 5% - Declining exports are a global problem for Japan, not a China problem - Nor does it seem a problem of a global slowdown in imports, but of a Japanese loss in market share - Credit Suisse sees GDP growing just 0.4% in calendar 2016 and falling 0.1% in 2017 (latter assumes tax hike is implemented on schedule in April 2017)
Export Tumble in May Raises Doubts
written by Richard Katz on June 24, 2015
The encouraging rise in Japan's exports seen in January-March seemed to fizzle out in April and May and real exports fell two months in a row.
Japan Exports Show "Green Shoots"
written by Richard Katz on April 24, 2015
Export rebound in March in Japan makes economists more optimistic about both medium-term real exports and Jan-March GDP.
TOE Alert: How Bright A Spot Were January's Exports?
written by Richard Katz on March 02, 2015
In this report, Richard argues that Japan's January exports may not be that much of a bright spot as the statistics indicated.
Currencies and Japanese Vs. Korean Exports
written by Richard Katz on August 12, 2014
One of the big surprises to most economists was how little Japan’s exports have responded to the 22% depreciation of the yen since autumn 2012.
