Growth Outlook and Business Cycle

Data Round-Up: Existing Home Sales Stay on So-So Course in 18Q1

written by Michael Lewis on April 23, 2018

FMI’s review of this morning’s March Existing Home Sales report.

Jobs Shortfall in March Reflected Shifts in the Weather

written by Michael Lewis on April 12, 2018

FMI’s commentary on the March “shortfall” in payroll jobs and its likely cause.

Data Round-Up: Strong JOLTS Show Labor Market Still Quite Healthy

written by Michael Lewis on April 13, 2018

FMI’s review of today’s February JOLTS report and March Bank Lending & Money Supply results.

Data Round-Up: Home Prices, 'Jobs Plentiful' Readings Remain Quite Upbeat

written by Michael Lewis on March 27, 2018

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).

Data Round-Up: UI Claims & Home Prices Strong; New Trump Tariffs

written by Michael Lewis on March 22, 2018

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

Data Round-Up: Existing Home Sales Rebound; Lean Inventory, Bad Weather Still Problems

written by Michael Lewis on March 21, 2018

FMI’s review of this morning’s February Existing Home Sales report.

Data Round-Up: Mfg Output Surges; Single-Family Housing Starts Continue to Trend Up

written by Michael Lewis on March 16, 2018

FMI’s analyses of this morning’s February Housing Starts, February Industrial Production and January JOLTS reports, and February Bank Lending & Money Supply data