Industry
Data Round-Up - Part 1: Discretionary Retail Sales Surge in July
FMI’s analyses of this morning’s July Retail Sales report, as well as our notes on this morning’s August NY Fed Empire Regional Manufacturing Index.
Data Round-Up-Part 2: 18Q2 Real GDP Should Stay Near +4% in Second Report
FMI’s analyses of the rest of this morning’s crush of data: June Business Inventories, and July Industrial Production and 18Q2 Productivity & Labor Costs reports, as well as our updated look at GDP Revisions for the Second Report of 18Q2.
Data Round-Up: Housing Starts Disappoint Again, Philly Fed Sends Mixed (But Still Upbeat) Message
FMI’s review of this morning’s July Housing Starts and August Philadelphia Fed Regional Manufacturing Index reports, as well as the latest Weekly UI Claims & Rail Traffic results.
Home Price Appreciation Will Moderate, But Not Yet
FMI’s commentary on the home price trend.
July Vehicle Sales Soften But No Cause for Concern
FMI’s review of preliminary July Vehicle Sales (official BEA results have been delayed).
Data Round-Up: Look for at Least +4% Real GDP in 18Q2; Solid Outlook for 18H2
FMI’s analyses of today’s June Durable Goods Orders and June Advance Indicators (Goods-trade, wholesale & retail inventories) reports, as well as a review of the latest Weekly UI Claims & Rail Traffic data.
Data Round-Up: New Home Sales Disappoint in June, Trend Still Mildly Positive
FMI’s analysis of today’s June New Home Sales report.
Data Round-Up: Existing Home Sales Slump for Third Month; Inventory Turning Up
FMI’s review of this morning’s June Existing Home Sales report
Data Round-Up: Mfg Rebounds in June, Trend Remains Lackluster
FMI’s analysis of this morning’s June Industrial Production report.
Housing Starts Retrench in June, Trend Still Clearly Upward
FMI’s review of this morning’s June Housing Starts report.