Industry
Data Round-Up: Mfg Output Surges; Single-Family Housing Starts Continue to Trend Up
FMI’s analyses of this morning’s February Housing Starts, February Industrial Production and January JOLTS reports, and February Bank Lending & Money Supply data
Data Round-Up: Soft Retail Sales a Pause, Not a Problem
FMI’s analyses of this morning’s February Retail Sales, January Business Inventories, and February PPI reports.
Data Round-Up: Payrolls Post Stunning Job Gains in February
FMI’s analysis of today’s February Employment report as well as notes on the details in President Trump’s tariff announcement.
February Employment Preview: Expect +180K Private Jobs Gain
FMI’s Preview of Friday’s February Employment report including a review of latest Weekly Initial UI Claims & Rail Traffic data.
Data Round-Up: U.S. Exports, Imports Retrench in January; Trade Likely a Moderate Negative for 18Q1 GDP
FMI’s analyses of this morning’s January International Trade and 17Q4 Revised Productivity & Labor Costs reports.
Data Round-Up: New Home Sales Dragged Down by South in January
FMI’s analysis of today’s January New Home Sales report as well as our Preview of the rest of this week’s major data releases.
Data Round-Up: Lean Inventories Depressing Home Sales; Price Gains Stay Brisk
FMI’s review of this morning’s January Existing Home Sales report.
Data Round-Up: Housing Starts Rebound Strongly, Trade Inflation at 6+ Year High
FMI’s review of this morning’s January Housing Starts report and January U.S. Dollar and Trade Prices results, plus January Bank Lending & Money Supply data and the latest High-Frequency Inflation Indicators.
Data Round-Up: Soft Retail Sales & Higher Inflation a Double Whammy in January
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: Payroll Job Trend Remains Healthy, Wages Picking Up Nicely
FMI’s analysis of this morning’s January Employment and January Vehicle Sales results.