Growth Outlook and Business Cycle
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.
FMI’s analyses of today’s July CPI report and July Bank Lending & Money Supply results.
FMI’s analysis of this morning’s 17Q2 Productivity & Labor Costs report.
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.
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).
FMI’s review of this morning’s June U.S. Dollar & Trade Prices results.
FMI’s commentary on today’s Fed Semi-Annual Monetary Report to Congress and Yellen’s prospects for a second term.
FMI’s analyses of today’s June NFIB Small Business Optimism Index and May JOLTS results.
FMI’s analysis of today’s June Employment report.