FMI
Data Round-Up: Revisions Buoy Mfg Results, PPI Perks Up Some
written by Michael Lewis on July 15, 2015
Michael Lewis' analysis of today’s June Industrial Production report and June PPI data.
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.
FMI Weekly Data Preview: July 13-17
written by Michael Lewis on July 13, 2015
FMI’s Preview of this week’s notable data releases.
Data Round-Up: Real Consumption & GDP Likely Posted +2.5% Growth in 15Q2
written by Michael Lewis on July 14, 2015
FMI’s analyses of today’s June Retail Sales, May Business Inventories, and June NFIB Small Business Optimism reports, as well as our review of June Import-Export Prices
Data Round-Up: Real Equipment Headed for Modest +4% 15Q2 Gain; Home Sales Stronger
written by Michael Lewis on June 23, 2015
FMI’s analyses of this morning’s May Durable Goods Orders as well as notes on the today’s May New Homes Sales and June Fed Regional Business Surveys.
Five Observations for the New FOMC Era
written by Michael Lewis on June 02, 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 June 03, 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 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 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 June 19, 2015
FMI’s Preview of the coming week’s notable data releases.
