Growth Outlook and Business Cycle

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Data Round-Up: UI Claims Continue Near Record-Lows

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

Data Round-Up: U.S. Exports Continue Trending Up, Trade a Solid Positive for 18Q2

FMI’s analyses of this morning’s April International Trade report and revised 18Q1 Productivity & Labor Costs results, as well as a review of Vehicle Sales and Production.

Data Round-Up: Job Openings Now Outnumber Job Seekers

FMI’s review of today’s May Non-Manufacturing Index and April Job Openings & Labor Turnover Survey results.

Data Round-Up: A Solid May Jobs Report on All Fronts

FMI’s analyses of today’s May Employment report.

Data Round-Up: Home Prices Accelerate Further, 'Jobs Plentiful' Poll at 17-Year High

FMI’s review of March S&P/Case-Shiller Home Price Index and May Conference Board Consumer Confidence, featuring Jobs-Plentiful/Jobs-Hard-to-Get data, plus our Preview of the rest of this week’s major data releases.

Data Round-Up: U.S. Goods Exports Off to Good Start for 18Q2

FMI’s analyses of today’s April Advance Indicators (Goods-trade, wholesale & retail inventories) results and the Second Report of 18Q1 GDP.

‘Old’ Reliable Indicators Are More Nuanced in This Cycle

FMI’s commentary on the changing implications for some venerable data series.

Data Round-Up: Real Equipment Spending Likely to 'Pause' in 18Q2 -- Up Less than +2%

FMI’s analysis of today’s April Durable Goods Orders report.

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 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.

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