Growth Outlook and Business Cycle

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Yellen Says Shrinking Balance Sheet No Big Deal (FMI Agrees)

FMI’s Takeaways from this week’s FOMC meeting.

Data Round-Up: Soft Housing Starts Point to Modest Residential Gain in 17Q2 GDP

FMI’s analyses of this morning’s May Housing Starts report plus May U.S. Dollar & Trade Prices and May Bank Lending & Money Supply results.

Data Round-Up: Fed Regional Surveys Pick Up in June; Mfg Output Disappoints

FMI’s analyses of this morning’s June Philadelphia Fed and NY Fed Empire Regional Manufacturing Surveys and May Industrial Production report, plus our review of the latest Weekly Initial UI Claims & Rail Traffic data.

Data Round-Up: Inflation Lull Continues, for Now; Core Revisions Buoy Retail Sales

FMI’s analyses of this morning’s May CPI, May Retail Sales, and April Business Inventories reports.

FMI Weekly Data Preview: June 12-16

FMI’s Preview of this week’s notable data releases.

Data Round Up: U.S.Household Net Worth Rises Again; UK's May Clings On; Dodd-Frank Wounded

FMI’s review of this week’s 17Q1 U.S. Financial Accounts report (formerly Flow of Funds), which showed continued significant gains in household net worth.

Data Round-Up: UI Claims Remain Healthy (As Usual); Services Revenue Down in 17Q1

FMI’s review of the latest Weekly UI Claims & Rail Traffic results and notes on the 17Q1 Quarterly Services Survey.

Data Round-Up: Another Month, Another Healthy JOLTS

FMI’s analyses of today’s April JOLTS results.

Data Round-Up: Non-Mfg Index Remains Solid; Unit Labor Costs Revised Down Sharply

FMI’s analyses of today’s May Non-Manufacturing Index and Revised 17Q1 Productivity & Labor Costs data.

Data Round-Up: May Jobs Report All-But-Ensures June Rate Hike

FMI’s analysis of today’s May Employment and April International Trade reports as well as our review of May Vehicle Sales.