Growth Outlook and Business Cycle

Data Round-Up: UI Claims Remain Very Healthy, Wholesale Stocks Rise Noticeably

written by Michael Lewis on February 09, 2017

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

Data Round-Up: Exports and Non-Oil Imports Rise, Both Good Signs

written by Michael Lewis on February 07, 2017

FMI’s analyses of today’s December International Trade report and December JOLTS results.

Data Round-Up: Solid Jobs Gains in January; Wage Trend Still Looking Up

written by Michael Lewis on February 03, 2017

FMI’s analyses of today’s January Employment report (including a review of the Payroll Benchmark Revision) and January Non-Manufacturing Index.

January Employment Preview: Expect +195K Private Jobs Gain

written by Michael Lewis on February 02, 2017

FMI’s Preview of the January Employment Report, including our reviews of the latest Weekly UI Claims & Rail Traffic results and 16Q4 Productivity & Labor Costs data, as well as our analysis of January Vehicle Sales.

Data Round-Up: Manufacturing Looks More Upbeat in 2017

written by Michael Lewis on February 01, 2017

FMI’s analyses of this morning’s January PMI and December Construction reports, as well as a review of 16Q4 GDP Sources & Assumptions.

Next Rate Hike Likely Coming in June (Possibly May)

written by Michael Lewis on February 01, 2017

FMI’s commentary on today’s FOMC post-meeting statement.

Data Round-Up: Home Price Hit New Peak; Regional Surveys Improve in Early 2017

written by Michael Lewis on January 31, 2017

FMI’s analyses of today’s January Chicago Purchasing Managers Index and other regional surveys, November S&P/Case-Shiller Home Price Index, and the Conference Board’s January Consumer Confidence poll, as well as a Summary of data releases in January and a Schedule of major releases in February.