Growth Outlook and Business Cycle

Data Round-Up: Regional Surveys Show Continuing Momentum; Real Cons. Poised for +3% in 18Q3

written by Michael Lewis on July 31, 2018

FMI’s analyses of today’s final data for the month, including June Personal Income, July Chicago Purchasing Managers Index, May Home Prices and July Conference Board Consumer Confidence reports, as well as our Summary of major data released in July and Schedule of major data reports in August.

Data Round-Up: Look for at Least +4% Real GDP in 18Q2; Solid Outlook for 18H2

written by Michael Lewis on July 26, 2018

FMI’s analyses of today’s June Durable Goods Orders and June Advance Indicators (Goods-trade, wholesale & retail inventories) reports, as well as a review of the latest Weekly UI Claims & Rail Traffic data.

Data Round-Up: Existing Home Sales Slump for Third Month; Inventory Turning Up

written by Michael Lewis on July 23, 2018

FMI’s review of this morning’s June Existing Home Sales report

Data Round-Up: Core & Total PPI Exceed Expectations, Again

written by Michael Lewis on July 11, 2018

FMI’s analyses of this morning’s June PPI data

Data Round-Up: Strong PMI Argues Trade War Fears Exaggerated

written by Michael Lewis on July 02, 2018

FMI’s analyses of today’s June PMI and May Construction reports.

May 2018 Durable Goods Orders

written by Michael Lewis on June 27, 2018

FMI’s analyses of today’s May Durable Goods Orders

Data Round-Up: Manufacturing Surveys Show Solid Results for 18Q2 & Beyond

written by Michael Lewis on June 21, 2018

FMI’s reviews of this morning’s June Philadelphia Fed regional manufacturing survey and the latest Weekly UI Claims & Rail Traffic results

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

written by Michael Lewis on June 07, 2018

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

written by Michael Lewis on June 06, 2018

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.