FMI’s commentary on how Jay Powell could improve further on his pretty good start as Fed chairman. Unfortunately, we harbor no illusions that these recommendations will be adopted. We offer them as food for thought -- and perhaps a smile -- for a Friday afternoon.
FMI’s commentary on complications for the states from the federal tax cut plus some other short topics
FMI's Commentary on fiscal stimulus from the tax cut and our Preview of this week’s notable economic data released.
FMI’s commentary on Trump fiscal and trade policy.
FMI’s commentary on the White House budget proposal.
FMI’s commentary on the outlook for further substantial increases in long rates
FMI’s review of the latest Weekly UI Claims & Rail Traffic results.
FMI’s commentary on Janet Yellen’s fate under the next president