michael lewis
Data Round-Up: Real Equipment Likely Rose Just +5% in 15Q1
written by Michael Lewis on April 24, 2015
FMI’s analysis of this morning’s March Durable Goods Orders report.
Data Round-Up: UI Claims Remain Healthy; Revisions Offset New Home Sales Weakness
written by Michael Lewis on April 23, 2015
FMI’s analyses of the latest Weekly UI Claims & Rail Traffic data and March New Home Sales.
FMI Weekly Data Preview: April 20-24
written by Michael Lewis on April 20, 2015
FMI’s Preview of this week’s notable data releases.
On What Data Will the Data-Dependent FOMC Depend?
written by Michael Lewis on April 17, 2015
FMI’s Commentary on what “data dependence” will mean for the Fed.
Data Round-Up: Core Inflation Is Trending Up
written by Michael Lewis on April 17, 2015
FMI’s analyses of this morning’s March CPI report & Other Inflation Indicators and March Bank Lending & Money Supply data.
Data Round-Up: March Data Underwhelm, But Real-Time April Indicators Are Looking up
written by Michael Lewis on April 16, 2015
FMI’s analyses of today’s April Philadelphia Fed Regional Manufacturing survey (and other recent Fed surveys), March Housing Starts and the latest Weekly UI Claims & Rail Traffic.
US Dollar & Trade Prices Review
written by Michael Lewis on April 13, 2015
FMI’s review of the US Dollar and Trade Prices for March.
FMI Weekly Data Preview; March Dollar & Trade Prices
written by Michael Lewis on April 13, 2015
FMI’s Preview of this week’s major data releases and a review of the US Dollar and Trade Prices for March.
Data Round-Up: March Industrial Production a Lamb, April Looking Lion-ish
written by Michael Lewis on April 15, 2015
FMI’s analysis of today’s March Industrial Production report and their review of this morning’s April NY Fed Empire regional manufacturing index.
Retail Sales Perked Up, But Real Consumption Underwhelmed for 15Q1
written by Michael Lewis on April 14, 2015
FMI’s analyses of today’s March Retail Sales, February Business Inventories and March PPI reports, as well as the March NFIB Small Business Optimism Index.
