Industry

Data Round-Up: Mfg Output Surges; Single-Family Housing Starts Continue to Trend Up

written by Michael Lewis on March 16, 2018

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

written by Michael Lewis on March 14, 2018

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

written by Michael Lewis on March 09, 2018

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

written by Michael Lewis on March 08, 2018

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

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.

Data Round-Up: New Home Sales Dragged Down by South in January

written by Michael Lewis on February 26, 2018

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

written by Michael Lewis on February 21, 2018

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

written by Michael Lewis on February 16, 2018

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

written by Michael Lewis on February 14, 2018

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.