Fed
Labor Trends Support Decision to Start Rate Hikes -- Soon
written by Michael Lewis on July 10, 2015
Mike Lewis' Commentary on labor market trends and what is likely to be a sooner-than-later Fed decision to start rate hikes.
Never Mind: Yellen Backtracks on Sluggish Wage Concerns
written by Michael Lewis on April 03, 2015
FMI’s Commentary about Janet Yellen’s evolving view of wages and the fickleness of the data-dependent Fed.
Fed Likely to Lose ‘Patience’ This Week, Hike Rates in June
written by Michael Lewis on March 17, 2015
FMI’s Commentary about likely changes in FOMC rhetoric in tomorrow’s post-meeting statement.
The Economic and Investment Outlook March 2015
written by Michael Lewis on February 27, 2015
FMI's complete March 2015 Economic & Investment Outlook
Preview of Data Releases: March 2-6, 2015
written by Michael Lewis on February 27, 2015
FMI's preview of next week’s major data releases.
FMI Weekly Data Preview: February 16-20
written by Michael Lewis on February 16, 2015
FMI’s Preview of the mostly second-tier data releases in this holiday-shortened week.
Data Round-Up: Strong Jobs, Wages Results Reinforce Fed's Plan to Hike Rates in Mid-2015
written by Michael Lewis on February 06, 2015
FMI’s analysis of this morning’s January Employment report including the 2015 Annual Payroll Benchmark.
Data Round-Up II: Household Net Worth Stalled in 14Q3
written by Michael Lewis on December 11, 2014
FMI’s analysis of today’s 14Q3 US Financial Accounts (formerly known as Flow of Funds) data.
New ‘Ultimate’ Labor Indicators Offer More Noise than News
written by Michael Lewis on October 08, 2014
FMI’s commentary on the dueling Labor Market Conditions Indices released this week by the Federal Reserve and the Kansas City Fed.
FMI Weekly Data Preview: October 6-10
written by Michael Lewis on October 06, 2014
FMI’s preview of the coming week’s smattering of data releases. There will be little in the way of hard data. Thus, attention will be focused on two dueling Fed interpretations of overall labor market health.
