Macro

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'Shutdown’ Could Drag Down 19Q1 GDP Stats, Quick Rebound to Follow

FMI’s commentary on the macro economic effects of the government shutdown.

Data Round-Up: Existing Home Sales Falter at Year-End

FMI’s review of this morning’s February Existing Home Sales report (also attached as a PDF) and notes on the January Philadelphia Fed regional non-manufacturing business survey.

Data Round-Up: Richmond Fed Regionals Remain Soft; FHFA Price Appreciation Holds Steady

FMI’s review of this morning’s January Richmond Regional Surveys and November FHFA House Price Index.

Data Round-Up: Private Sector UI Claims Set New Low

FMI’s reviews of the latest Weekly UI Claims & Rail Traffic results.

'Data Dependent’ Fed Will Change Policy Course If --and Only If -- Needed

FMI’s commentary on Powell’s policy comments and likely policy in 2019.

Data Round-Up: Trade Prices Retrenched in November; UI Claims Back Down Near Cycle Low

FMI’s reviews of November U.S. Dollar and Trade Prices results and the latest Weekly UI Claims & Rail Traffic data.

Data Round-Up: Core CPI Continues to Exceed Fed's Inflation Target

FMI’s analysis of this morning’s November CPI report.

Data Round-Up: Core PPI Exceeds Expectations, Again; NFIB Remains Upbeat

FMI’s analyses of this morning’s November PPI, November NFIB Small Business Optimism Index and the 19Q1 Manpower Employment Outlook Survey.

Data Round Up: November Jobs, Wage Gains Will Cement Fed's December Rate Hike Decision

FMI’s analysis of this morning’s November Employment report. Also this morning, wholesale book-value inventories were reported up a brisk +0.8+% for October.

Data Round-Up: Chicago Purchasing Managers Index Spiked Up in November

FMI’s analysis of today’s November Chicago Purchasing Managers Index and other regional surveys, plus our Summary of major data released in November and Schedule of releases for December.

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