Growth Outlook and Business Cycle
TOE Alert: Abe Facing Down MOF-BOJ Over Tax Delay
written by Richard Katz on November 14, 2014
From everything we hear, Abe is determined not only to call the early elections we discussed in our Nov. 11 Alert, but he is equally determined to postpone the next hike in the consumption tax from October 2015. Most likely he will postpone it until April 2017.
Data Round-Up: UI Claims Edge Up But Trend Undeniably Healthy
written by Michael Lewis on November 13, 2014
FMI’s review of the latest Weekly UI Claims & Rail Traffic results.
Data Round-Up: Small Businesses Plan Some Pick-Up In Hiring, Wages
written by Michael Lewis on November 12, 2014
FMI’s analysis of today’s October NFIB Small Business Optimism Index.
Data Round-Up: New Low for Unemployment, Hours Worked Point to Solid 14Q4 GDP
written by Michael Lewis on November 07, 2014
FMI’s analysis of this morning’s October Employment report.
Lower Oil Prices to Grease Real Consumption Near-Term
written by Michael Lewis on November 07, 2014
FMI’s commentary on near-term prospects for real consumption, including the effects of lower oil prices.
Data Round-Up: Services Jobs Index Hits 9-Year High, Orders Remain Firm
written by Michael Lewis on November 05, 2014
FMI’s analysis of this morning’s October Non-Manufacturing Index.
Data Round-Up: PMI Bounces Back Up to Cycle Highs
written by Michael Lewis on November 03, 2014
FMI’s analyses of this morning’s October PMI survey and September Construction report, as well as a review of 14Q3 GDP Sources & Assumptions.
FMI Weekly Data Preview: November 3-7
written by Michael Lewis on October 31, 2014
FMI’s Preview of the coming week’s data releases including a Summary of data released in October and a Schedule of major releases in November.
A Graphic Presentation of FMI Key Economic Trends
written by Michael Lewis on October 31, 2014
FMI's graphic presentation of the key economic trends in October 2014.
Data Round-Up: Despite Soft September Real Consumption, 14Q4 Looks Healthy
written by Michael Lewis on October 31, 2014
FMI’s analyses of today’s September Personal Income & Consumption report and October Chicago Purchasing Managers Index and other Regional Surveys.
