michael lewis
Healthy Jobs, Income Trends Belie Early 2015 Slowdown
written by Michael Lewis on May 22, 2015
FMI’s Commentary about the relative strength of early 2015 income data
Preview of Data Releases: May 26-29, 2015
written by Michael Lewis on May 22, 2015
FMI’s preview of next week’s major data releases.
Data Round-Up: Core Inflation Is Trending Up
written by Michael Lewis on May 22, 2015
FMI’s analysis of this morning’s April CPI report & Other Inflation Indicators.
Data Round-Up: May 'Real-Time" Data Show Continued, If Modest, Rebound
written by Michael Lewis on May 21, 2015
FMI’s analyses of today’s May Philadelphia Fed Regional Manufacturing survey (and other recent Fed surveys) and the latest Weekly UI Claims & Rail Traffic, as well as a review of April Existing Home Sales.
Data Round-Up: April Housing Starts Provide a Solid Upside Surprise
written by Michael Lewis on May 19, 2015
find FMI’s analyses of today’s April Housing Starts report.
FMI Weekly Data Preview: May 18-22
written by Michael Lewis on May 18, 2015
FMI’s Preview of this week’s notable data releases.
Stock Market ‘Correction’ Should Not Stop Rate Hikes
written by Michael Lewis on May 15, 2015
FMI’s Friday Commentary on Yellen’s not-at-all-dovish view of the stock market.
ACA Subsidy Snafus Responsible for Part of 2015 Lull
written by Michael Lewis on May 14, 2015
FMI’s Commentary on one cause for recent subdued retail sales: the Affordable Care Act.
Data Round-Up: UI Claims Remain Upbeat, PPI Is Subdued
written by Michael Lewis on May 14, 2015
FMI’s analyses of today’s April PPI data and the latest Weekly UI Claims & Rail Traffic.
Data Round-Up: After Soft Start in Retail, Consumption on Track for +2% Real Gain in 15Q2
written by Michael Lewis on May 13, 2015
FMI’s analyses of today’s April Retail Sales and March Business Inventories reports, an updated look at 15Q1 GDP Sources & Assumptions, and a review of April US Dollar and Trade Prices results.
