Growth Outlook and Business Cycle

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Data Round-Up: After Resting this Spring, Shoppers Came Out in Force in July

FMI’s analyses of this morning’s July Retail Sales, June Business Inventories and July U.S. Dollar and Trade Prices results, plus an updated look at 17Q2 GDP Sources and Assumptions and implications for revisions in the upcoming 17Q2 GDP Second Report.

Data Round-Up: Core Inflation Trend Picking Up, Very Gradually

FMI’s analyses of today’s July CPI report and July Bank Lending & Money Supply results.

Data Round-Up: Productivity Trend Remains Lackluster, Unit Labor Costs Soft

FMI’s analysis of this morning’s 17Q2 Productivity & Labor Costs report.

Data Round-Up: Real Equipment Likely Up +5% in 17Q2, Real GDP up +3.25%

FMI’s analysis of today’s June Durable Goods Orders and the June Advance Indicators (Goods-Trade, Retail & Wholesale Inventories) reports as well as our review of the latest Weekly UI Claims & Rail Traffic results.

Data Round-Up: Home Price Appreciation Remains Strong; 'Jobs Plentiful' Readings Hits 16-Year High

FMI’s analyses of today’s May S&P/Case-Shiller Home Price Index and July Conference Board Consumer Confidence Index as well as our notes on today’s July Regional Surveys from the Philadelphia Fed (Non-Manufacturing) and Richmond Fed (Manufacturing & Services).

Data Round-Up: Dollar Continues to Drift Down, Trade Prices Edging Up

FMI’s review of this morning’s June U.S. Dollar & Trade Prices results.

Yellen Is Still in the Hunt for a Second Term as Fed Chair

FMI’s commentary on today’s Fed Semi-Annual Monetary Report to Congress and Yellen’s prospects for a second term.

Data Round-Up: NFIB Outlook Looks Less Bright; JOLTS Still Vibrant

FMI’s analyses of today’s June NFIB Small Business Optimism Index and May JOLTS results.

Data Round-Up: Private Jobs Trend Picking Up; Wages Lull Should Be Short-Lived

FMI’s analysis of today’s June Employment report.

Data Round-Up: Trade Sector a Modest Drag on 17Q2 Real GDP; Services Polls Continue to Improve

FMI’s analyses of today’s May International Trade report and June Non-Manufacturing Index.

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