Macro

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Data Round-Up: Housing Starts Underwhelm, Again, in September

FMI’s review of this morning’s September Housing Starts report.

Data Round-Up: Regional Mfg Surveys Continue Solid Gains in October

FMI’s review of this morning’s October Philadelphia Fed regional manufacturing survey and the latest Weekly UI Claims & Rail Traffic results.

Hurricane Michael Should Have Little Impact on October Payrolls

FMI’s commentary on the macroeconomic impacts, or lack thereof, from Hurricane Michael.

Data Round-Up: Real Consumption Likely Rose +3.5% in 18Q3

FMI’s analyses of this morning’s September Retail Sales and August Business Inventories reports, plus notes on this morning’s the October NY Fed Empire regional manufacturing index.

Data Round-Up: Core & Total PPI Trends Continue to Exceed Inflation Target

FMI’s review of today’s September PPI report, including a round-up of recent high-frequency inflation indicators.

Tariff Drag on U.S. Should Be Much Less Than Expected

FMI’s commentary on the economic impacts from President Trump’s tariffs and retaliatory measures by trading partners.

Data Round-Up: Core Import Prices Continue to Moderate

FMI’s reviews of today’s September U.S. Dollar and Trade Prices data and September Bank Lending & Money Supply results.

Data Round-Up: PMI Remains Robust, Little Drag from Tariffs

FMI’s analyses of today’s September PMI and August Construction reports.

Data Round-Up: NMI Surges to 10-Year High; Jobs Index at 20-Year High

FMI’s analysis of today’s September Non-Manufacturing Index.

September Employment Preview: Expect +175K Private Jobs Gain, Modest Impact from Florence

FMI’s Preview of Friday’s September Employment report including our review of the latest Weekly Initial UI Claims & Rail Traffic data.

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