retail
Data Round-Up: Real Consumption Likely Rose +3.5% in 18Q3
written by Michael Lewis on October 15, 2018
FMI’s analyses of this morning’s September Retail Sales and August Business Inventories reports, plus notes on this morning’s the October NY Fed Empire regional manufacturing index.
Data Round-Up: Even with Lackluster August Retail, Real Consumption Likely Up +3.5% in 18Q3
written by Michael Lewis on September 14, 2018
FMI’s analyses of this morning’s August Retail Sales, July Business Inventories, and August Industrial Production reports as well as our reviews of August Bank Lending & Money Supply data and August U.S. Dollar and Trade Prices results.
Data Round-Up: U.S. Goods Exports Off to Good Start for 18Q2
written by Michael Lewis on May 30, 2018
FMI’s analyses of today’s April Advance Indicators (Goods-trade, wholesale & retail inventories) results and the Second Report of 18Q1 GDP.
Data Round-Up: April Retail Sales & Revisions Put Better Tone on 2018 Spending
written by Michael Lewis on May 15, 2018
FMI’s analyses of this morning’s April Retail Sales and March Business Inventories reports, and an updated look at likely GDP revisions for 18Q1 (all three also attached as a single PDF), plus notes on this morning’s the May NY Fed Empire regional manufacturing index and the May NAHB Housing Market index.
Data Round-Up: Real Equipment Spending Likely Up an OK +4% in 18Q1
written by Michael Lewis on April 26, 2018
FMI’s analysis of today’s March Durable Goods Orders and March Advance Indicators (international trade-goods, wholesale & retail inventories) reports, plus the latest Weekly UI Claims results.
Data Round-Up: Soft Retail Sales & Higher Inflation a Double Whammy in January
written by Michael Lewis on February 14, 2018
FMI’s analyses of this morning’s January CPI, January Retail Sales, and December Business Inventories reports as well as an updated look at 17Q4 GDP Sources & Uses and likely revisions in the Second Report of 17Q4 GDP out later this month.
Data Round-Up: Real GDP Likely Up +3.25% in 17Q3; Trade, Inventory Positive Factors
written by Michael Lewis on October 26, 2017
FMI’s analysis of today’s September Advance Indicators (Goods-Trade, Retail & Wholesale Inventories) reports as well as our review of the latest Weekly UI Claims & Rail Traffic results.
Data Round-Up: Inventories Perked Up, Goods Exports Firmed in August
written by Michael Lewis on September 28, 2017
FMI’s analyses of today’s August Advance Indicators (Goods-Trade, Retail & Wholesale Inventories) report, Weekly UI Claims & Rail Traffic results, and the Third Report of 17Q2 GDP.
Data Round-Up: Trade, Inventories Soft in July; Harvey Impact Should Be Short-Lived
written by Michael Lewis on August 28, 2017
FMI’s analyses of today’s July Advance Indicators (Goods-Trade, Retail & Wholesale Inventories) report and our Preview of the rest of this week’s notable data releases
Data Round-Up: Goods Trade Balance Deteriorates, Inventories Disappoint in April
written by Michael Lewis on May 25, 2017
FMI’s analysis of today’s April Advance Indicators (Goods-Trade, Retail & Wholesale Inventories) report as well as our review of the latest Weekly UI Claims & Rail Traffic results.
