Macro

Data Round-Up: Trade a Neutral Factor for 14Q4 GDP; FMI Tracking +3% Real Growth

written by Michael Lewis on January 07, 2015

FMI’s analysis of this morning’s November International Trade results.

FMI January 2105 Economic and Investment Outlook

written by Michael Lewis on January 05, 2015

FMI's complete January 2015 Economic & Investment Outlook.

Data Round-Up: PMI Settles Back, Still Ends 2014 on Healthy Note

written by Michael Lewis on January 02, 2015

FMI’s analyses of this morning’s December PMI (Manufacturing) survey and November Construction report.

Data Round-Up: Regional Surveys Settle Down in December, Still Point to Good 2015

written by Michael Lewis on December 31, 2014

FMI’s analyses of today’s December Chicago Purchasing Managers Index and other Regional Surveys as well as the latest Weekly UI Claims & Rail Traffic data, plus a Summary of data released this month and a Schedule of major releases in January.

Data Round-Up: Home Prices Continue Above-Trend Gains

written by Michael Lewis on December 30, 2014

FMI’s analysis of this morning’s October S&P/Case-Shiller Home Prices Indices.

FMI Weekly Data Preview: December 29-January 2

written by Michael Lewis on December 29, 2014

FMI’s Preview of data releases in this holiday-truncated week.

Data Round-Up: UI Claims Continue to Show Healthy Jobs Market

written by Michael Lewis on December 24, 2014

FMI’s review of today’s Weekly UI Claims & Rail Traffic data.

Data Round-Up: Real Consumption on Track for Strong 4.5% in 14Q4

written by Michael Lewis on December 23, 2014

FMI’s analyses of this morning’s Third Report of 14Q3 GDP, November Durable Goods and Personal Income & Consumption reports (all three also attached as a single PDF) plus notes on November New Home Sales and the December Richmond Fed Manufacturing and Philadelphia Fed Non-Manufacturing regional surveys.