michael lewis
Healthy Jobs Gain Keeps Fed on Track for Rate Hike by Late Summer
written by Michael Lewis on May 08, 2015
FMI’s analysis of this morning’s April Employment reports.
April Employment Preview: Expect +225K Private Payroll Jobs
written by Michael Lewis on May 07, 2015
FMI’s Preview of April Employment including a review of the latest Weekly Initial UI Claims & Rail Traffic data.
‘Q1 Curse’ More than a Fluke, But Does Not Change Upbeat Trend
written by Michael Lewis on May 06, 2015
FMI’s Commentary on residual seasonal patterns in GDP and the “Q1 Curse.”
Data Round-Up: Productivity Plunged (Again) in 15Q1, Compensation Rising Briskly
written by Michael Lewis on May 06, 2015
FMI’s analysis of today’s 15Q1 Productivity and Labor Costs results.
Data Round-Up: Int'l Trade Likely to Push 15Q1 GDP into Red; Services Upbeat
written by Michael Lewis on May 05, 2015
FMI’s analyses of today’s March International Trade report and April Non-Manufacturing Index.
FMI May 2015 Economic and Investment Outlook
written by Michael Lewis on May 04, 2015
FMI's complete May 2015 Economic & Investment Outlook including our take on the alleged first quarter GDP 'curse'.
Data Round-Up: March Results Point to Stronger Consumption, Higher Inflation Ahead
written by Michael Lewis on April 30, 2015
FMI’s analyses of this morning’s March Personal Income and Consumption report, April Chicago Purchasing Managers Index and other Regional Surveys, and Weekly UI Claims and Rail Traffic data.
Forward Guidance Now Gone; FOMC to Start Rate Hikes 'When Appropriate'
written by Michael Lewis on April 29, 2015
FMI’s commentary on today’s FOMC post-meeting statement.
FMI Weekly Data Preview: April 27-May 1
written by Michael Lewis on April 27, 2015
FMI’s Preview of this week’s major data releases.
The Case for Lowering the Fed's Inflation Target
written by Michael Lewis on April 24, 2015
FMI’s Commentary on proposals to raise the Fed’s official +2% inflation target.
