trade
Data Round-Up: U.S. Non-Farm Exports Tick Up; NMI Headed for Record Quarter
written by Michael Lewis on December 06, 2018
FMI’s analyses of this morning’s October International Trade and November Non-Manufacturing Index reports.
Tariff Drag on U.S. Should Be Much Less Than Expected
written by Michael Lewis on October 11, 2018
FMI’s commentary on the economic impacts from President Trump’s tariffs and retaliatory measures by trading partners.
Data Round-Up: Trade Pendulum Swings, to Cut -1% from 18Q3 GDP
written by Michael Lewis on September 05, 2018
FMI’s analyses of this morning’s July International Trade report and August Vehicle Sales.
Data Round-Up: Small Business Optimism Remains Strong, No Fear of 'Trade Wars'
written by Michael Lewis on August 14, 2018
FMI’s review of today’s July NFIB Small Business Optimism Index and July U.S. Dollar and Trade Prices results.
Data Round-Up: Private Payroll Jobs Gains, U.S. Exports Remain Quite Strong
written by Michael Lewis on July 06, 2018
FMI’s analyses of today’s June Employment and May International Trade reports.
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.
China Is Bluffing on U.S. Tariffs, and Trump Knows It
written by Michael Lewis on April 06, 2018
FMI’s commentary on Trump’s trade clash with China and feud with Amazon, plus a note on the implications of San Francisco Fed president John Williams’ move to the NY Fed.
Data Round-Up: U.S. Exports & Imports Set New Records; Trade Likely cut -0.75% from 18Q1 GDP
written by Michael Lewis on April 05, 2018
FMI’s analyses of this morning’s February International Trade report.
Data Round-Up: 17Q4 GDP Revised Up; Trump Claims Trade Victory in Korea
written by Michael Lewis on March 28, 2018
FMI’s analyses of today’s Third Report of 17Q4 GDP and February Advance Indicators (Goods-trade, wholesale & retail inventories) results.
Data Round-Up: U.S. Exports, Imports Retrench in January; Trade Likely a Moderate Negative for 18Q1 GDP
written by Michael Lewis on March 07, 2018
FMI’s analyses of this morning’s January International Trade and 17Q4 Revised Productivity & Labor Costs reports.
