International Trade and Investment
FMI’s commentary on the likely macro costs -- and benefits -- of President Trump’s trade ‘war’ strategy.
FMI’s commentary on the economic effects -- and potential benefits -- of Trump’s tariffs.
FMI’s analyses of this morning’s April International Trade report and revised 18Q1 Productivity & Labor Costs results, as well as a review of Vehicle Sales and Production.
FMI’s commentary on Trump’s trade clash with China and feud with Amazon, plus a note on the implications of San Francisco Fed president John Williams’ move to the NY Fed.
FMI’s analyses of this morning’s February International Trade report.
FMI’s analyses of today’s Third Report of 17Q4 GDP and February Advance Indicators (Goods-trade, wholesale & retail inventories) results.
FMI’s commentary on the Trump tariffs.
Data Round-Up: U.S. Exports, Imports Retrench in January; Trade Likely a Moderate Negative for 18Q1 GDP
FMI’s analyses of this morning’s January International Trade and 17Q4 Revised Productivity & Labor Costs reports.
Data Round-Up: U.S. Exports Continue to Rise Nicely, Stronger Imports Showcase Healthy Domestic Economy
FMI’s analyses of this morning’s December International Trade results and December Job Openings & Labor Market Turnover report.