Macro

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Federal Tax Cut Means More Revenue for Some States

FMI’s commentary on complications for the states from the federal tax cut plus some other short topics

Data Round-Up: Housing Starts Continue to Trend Up; Revisions Blunt Mfg Gain

FMI’s review of this morning’s April Housing Starts and April Industrial Production reports.

Data Round-Up: April Retail Sales & Revisions Put Better Tone on 2018 Spending

FMI’s analyses of this morning’s April Retail Sales and March Business Inventories reports, and an updated look at likely GDP revisions for 18Q1 (all three also attached as a single PDF), plus notes on this morning’s the May NY Fed Empire regional manufacturing index and the May NAHB Housing Market index.

Data Round-Up: Core PPI Moderates, But Remains Well Above Fed Target

FMI’s analyses of this morning’s April PPI report, including a review of the latest high-frequency price measures.

Data Round-Up: Core CPI a Bit Light in April, But Trend Still Picking Up

FMI’s analysis of this morning’s April CPI report plus our review of the latest Weekly UI Claims & Rail Traffic results.

After March Spurt, April Vehicle Sales Decelerate to OK Trend

FMI’s analysis of April Vehicle Sales based on the complete count released by the Bureau of Economic Analysis this morning (which includes the unpublished GM totals).

Data Round-Up: Real Consumption Positioned for Solid Gain in 18Q2

FMI’s analyses of today’s March Personal Income & Consumption and April Chicago Purchasing Managers Index reports.

Data Round-Up: 18Q1 Very Respectable GDP, Healthy I/S Mix Bode Well

FMI’s analysis of today’s Advance Report of 18Q1 GDP.

Data Round-Up: Real Equipment Spending Likely Up an OK +4% in 18Q1

FMI’s analysis of today’s March Durable Goods Orders and March Advance Indicators (international trade-goods, wholesale & retail inventories) reports, plus the latest Weekly UI Claims results.

Tax Cuts to Boost GDP Trend by +0.7%, Add a Million Jobs

FMI's Commentary on fiscal stimulus from the tax cut and our Preview of this week’s notable economic data released.

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