Growth Outlook and Business Cycle
Infrastructure Stimulus Has Poor Track Record
written by Michael Lewis on April 21, 2017
FMI’s Friday commentary on the poor track record of federal infrastructure projects for, um, making tracks, highways, etc, plus notes on increased exports and imports for March, as well as our overview of upcoming elections in the UK and France.
Data Round-Up: Existing Homes Sales Rally in March
written by Michael Lewis on April 21, 2017
FMI’s review of this morning’s March Existing Homes Sales report
More Labor Slack than U-3 Says But Less than Doves Hope
written by Michael Lewis on April 20, 2017
FMI’s commentary on the amount of labor slack in the economy
Data Round-Up: Fed Surveys Retrench More But ‘Trump Bump’ Still On
written by Michael Lewis on April 20, 2017
FMI’s analyses of this morning’s April Philadelphia Fed Manufacturing Index and the latest Weekly UI Claims and Rail Traffic results.
FMI Weekly Data Preview: April 17-24
written by Michael Lewis on April 17, 2017
FMI’s Preview of this week’s notable data releases
Data Round-Up: Utilities Heat Up, But Mfg Brakes; Housing Trends Remain Solid
written by Michael Lewis on April 18, 2017
FMI’s analyses of this morning’s March Industrial Production and March Housing Starts reports.
Data Round-Up: After Slow March, Real Growth and Inflation Should Rebound
written by Michael Lewis on April 14, 2017
FMI’s analyses of this morning’s March CPI, March Retail Sales, and February Business Inventories reports, as well as a review of March Bank Lending & Money Supply results.
FMI Weekly Data Preview: April 10-14
written by Michael Lewis on April 10, 2017
FMI’s Preview of this week’s notable data releases
FMI’s analyses of today’s March NFIB Small Business Optimism Index and February JOLTS results.
written by Michael Lewis on April 11, 2017
FMI’s analyses of today’s March NFIB Small Business Optimism Index and February JOLTS results.
Data Round-Up: Core PPI Flat in March, Somewhat Below Expectations
written by Michael Lewis on April 13, 2017
FMI’s analyses of this morning’s March PPI (including a review of high-frequency inflation indicators) and the latest Weekly UI Claims and Rail Traffic results.
