michael lewis

Data Round-Up: Manufacturing Still Struggling Amid Inventory Excesses

written by Michael Lewis on November 30, 2015

FMI’s analysis of the November Chicago Purchasing Managers’ Index (and other Regional Surveys)

Preview of Data Releases: Nov. 30-Dec. 4, 2015

written by Michael Lewis on November 30, 2015

FMI’s preview of the rest of the week’s notable data releases (including a Summary of major data in November and a Schedule of key releases in December).

A Graphic Presentation of FMI Key Economic Trends

written by Michael Lewis on November 30, 2015

FMI’s end-of-the-month summaries for November's graphic summary of economic trends.

The U.S. Dollar and International Economic Conditions

written by Michael Lewis on November 30, 2015

FMI’s end-of-the-month summary for November U.S. dollar analysis.

Federal Spending Up in ‘16; S&L Provides Bigger GDP Boost

written by Michael Lewis on November 24, 2015

FMI's commentary on federal and state & local fiscal policy.

Federal Reserve Bank Discount Rate Change Requests

written by Michael Lewis on November 24, 2015

FMI’s update on Rate Hike Requests from Fed Banks.

Data Round-Up: Inventory Correction Has Ways to Go; Income Revised Up Markedly

written by Michael Lewis on November 24, 2015

FMI’s analyses of this morning’s Second Report of 15Q3 GDP and October Advance Trade-Goods data, as well as notes on the November Philadelphia Fed regional non-manufacturing survey, Richmond Fed regional manufacturing & services surveys and Conference Board Consumer Confidence Index.

Data Round-Up: Existing Home Sales Retrench Some, Trends Remain Upbeat

written by Michael Lewis on November 23, 2015

FMI’s review of this morning’s October Existing Home Sales report and comments on the FOMC’s discussion of real equilibrium interest rates at the October meeting.