Growth Outlook and Business Cycle
FMI’s commentary on the March “shortfall” in payroll jobs and its likely cause.
FMI’s review of today’s February JOLTS report and March Bank Lending & Money Supply results.
FMI’s review of January S&P/Case-Shiller Home Price Index and March Conference Board Consumer Confidence, featuring Jobs-Plentiful/Jobs-Hard-to-Get data (both also attached as a single PDF), plus our review of today’s March Fed bank regional business surveys (Dallas and Richmond).
FMI’s review the latest Weekly UI Claims & Rail Traffic results.
FMI’s review of this morning’s February Existing Home Sales report.
FMI’s analyses of this morning’s February Housing Starts, February Industrial Production and January JOLTS reports, and February Bank Lending & Money Supply data
FMI’s analyses of this morning’s February Retail Sales, January Business Inventories, and February PPI reports.
FMI’s analysis of today’s February Employment report as well as notes on the details in President Trump’s tariff announcement.
FMI’s review of this afternoon’s 17Q4 U.S. Financial Accounts (formerly Flow of Funds) report.