FMI
Data Round-Up: Consumption Likely Grew Just +2% in 15Q1, But Income Remains Solid
written by Michael Lewis on March 30, 2015
FMI’s analysis of this morning’s February Personal Income & Consumption report.
FMI Weekly Data Preview: March 30 - April 3
written by Michael Lewis on March 27, 2015
FMI’s Preview of the coming week’s major data releases.
Data Round-Up: 14Q4 GDP Shows Continued Strong Real Consumption & Income, Better I/S Ratio
written by Michael Lewis on March 27, 2015
FMI’s analysis of this morning’s Third Report of 14Q4 GDP.
Data Round-Up: Core Inflation Trend Appears to Be Firming
written by Michael Lewis on 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.
FMI Weekly Data Preview: March 23-27
written by Michael Lewis on 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 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 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).
FOMC Forecasts Turn More Dovish, But Rhetoric Stays Hawkish
written by Michael Lewis on March 18, 2015
FMI’s commentary on today’s FOMC post-meeting statement and Yellen news conference.
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.
Data Round-Up: February Housing Starts Chilled by Harsh Weather
written by Michael Lewis on March 17, 2015
FMI’s analysis of today’s February Housing Starts data.
