Macro

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The Yield Curve: It Really Is Different This Time

FMI’s commentary on the yield curve.

Data Round-Up: PPI Moderated in July, Trends Still Well Above Target

FMI’s analyses of this morning’s July PPI report including a review of recent High-Frequency Inflation Indicators, the latest Weekly Initial UI Claims & Rail Traffic results, and our review of and a look at 18Q2 GDP Component Revisions to Date including today’s June Wholesale Inventories report.

Age Mix of the Workforce Is Not Holding Down Wages

FMI’s commentary on the effects on demographics shifts in employment on average wages.

Data Round-Up: More Job Openings than Unemployed People for Fourth Month

FMI’s review of today’s June JOLTS results.

Home Price Appreciation Will Moderate, But Not Yet

FMI’s commentary on the home price trend.

Data Round-Up: Another Strong Jobs Report -- Private Payroll Trend Improving

FMI’s analyses of this morning’s July Employment, June International Trade and July Non-Manufacturing Index reports.

FOMC Takes ‘Strong’ Stand on the Economy

FMI’s commentary on today’s FOMC post-meeting statement.

Data Round-Up: Regional Surveys Show Continuing Momentum; Real Cons. Poised for +3% in 18Q3

FMI’s analyses of today’s final data for the month, including June Personal Income, July Chicago Purchasing Managers Index, May Home Prices and July Conference Board Consumer Confidence reports, as well as our Summary of major data released in July and Schedule of major data reports in August.

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: Existing Home Sales Slump for Third Month; Inventory Turning Up

FMI’s review of this morning’s June Existing Home Sales report

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