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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.