Manufacturing
May 2018 Durable Goods Orders
written by Michael Lewis on June 27, 2018
FMI’s analyses of today’s May Durable Goods Orders
Housing Starts Bounce Back in May, Led by Weather/Midwest
written by Michael Lewis on June 19, 2018
FMI’s analyses of this morning’s May Housing Starts report.
Data Round-Up: Manufacturing Surveys Show Solid Results for 18Q2 & Beyond
written by Michael Lewis on June 21, 2018
FMI’s reviews of this morning’s June Philadelphia Fed regional manufacturing survey and the latest Weekly UI Claims & Rail Traffic results
Data Round-Up: New Home Sales Post Surprise Southern Surge in May
written by Michael Lewis on June 25, 2018
FMI’s analysis of today’s May New Home Sales report. Also this morning, the Dallas Fed’s regional Texas Manufacturing Index rose +5 points to a robust 33 in June (company outlook measure); zero is break-even for the survey.
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: Real Equipment Spending Likely to 'Pause' in 18Q2 -- Up Less than +2%
written by Michael Lewis on May 25, 2018
FMI’s analysis of today’s April Durable Goods Orders report.
Data Round-Up: New Home Sales Lackluster in April, Trend Still Improving
written by Michael Lewis on May 23, 2018
FMI’s analysis of today’s April New Home Sales report.
Data Round-Up: Housing Starts Continue to Trend Up; Revisions Blunt Mfg Gain
written by Michael Lewis on May 16, 2018
FMI’s review of this morning’s April Housing Starts and April Industrial Production reports.
Supreme Court Poised to Blast Public Sector Unions
written by Michael Lewis on May 04, 2018
FMI’s commentary on unionization trends in the public and private sectors.
After March Spurt, April Vehicle Sales Decelerate to OK Trend
written by Michael Lewis on May 02, 2018
FMI’s analysis of April Vehicle Sales based on the complete count released by the Bureau of Economic Analysis this morning (which includes the unpublished GM totals).
