Growth Outlook and Business Cycle
FMI Weekly Data Preview: October 6-10
FMI’s preview of the coming week’s smattering of data releases. There will be little in the way of hard data. Thus, attention will be focused on two dueling Fed interpretations of overall labor market health.
TOE Alert: Unexpected Fall in Industrial Production Leads Economists to Revise Downward Their GDP Forecasts
Japan's Industrial production fell 1.5% in August from July; economists had expected a 0.3% rise
Data Round-Up: September Jobs Report Shows Substantial Improvement
FMI’s analyses of this morning’s September Employment report, August International Trade data, and September Non-Manufacturing Index survey.
September Employment Preview: Expect +225K Private Payroll Jobs
FMI’s Preview of September Employment including analysis of the latest Weekly Initial UI Claims data.
TOE Alert: Post-Tax Spending, Wages Show Further Retrenchment in August
Once again in August, the post-tax hike retrenchment in consumer spending continues to be far worse than expected, as do wages and overall consumer income.
Tokyo Launches 'Blame Game" on TPP
In the aftermath of the breakdown of the US-Japan talks on the Trans-Pacific Partnership (TPP), the Japanese government has spread a misleading account of the talks to try to place the blame on Washington.
Data Round-Up: Real Consumption on Track for +2.2% Gain in 14Q3
FMI’s analyses of today’s August Personal Income & Consumption report.
Data Round-Up: Regional Surveys Point to Another Strong PMI; Home Price Gains Decelerate But Still Substantial
FMI’s analyses of today’s September Chicago Purchasing Managers Index and other Regional Surveys and July Home Prices data as well as a Summary of major data released in September and a Schedule of key releases for October.
FMI October 2014 Economic and Investment Outlook
FMI's complete October 2014 Economic & Investment Outlook.