Macro
Data Round-Up: Housing Starts Level Off at 6-Year High
written by Michael Lewis on December 16, 2014
FMI’s review of today’s November Housing Starts results.
Data Round-Up: Manufacturing Firing On All Cyclinders
written by Michael Lewis on December 15, 2014
FMI’s analysis of today’s November Industrial Production (also attached as PDFs) as well as notes on this morning’s December NY Fed Empire regional manufacturing index.
FMI Weekly Data Preview: December 15-19
written by Michael Lewis on December 12, 2014
FMI’s Preview of the coming week’s data releases. The highlight of the week will be the FOMC statement on Wednesday, which will be accompanied by the members’ updated quarterly forecast and by Yellen’s news conference.
Data Round-Up: PPI Falls on Gasoline Prices; Bank Lending Picks Up
written by Michael Lewis on December 12, 2014
FMI’s analyses of today’s November PPI report and November Bank Lending & Money Supply results.
Data Round-Up II: Household Net Worth Stalled in 14Q3
written by Michael Lewis on December 11, 2014
FMI’s analysis of today’s 14Q3 US Financial Accounts (formerly known as Flow of Funds) data.
Data Round-Up: Real Consumption on Track for +3.5% Gain in 14Q4
written by Michael Lewis on December 11, 2014
FMI’s analyses of today’s November Retail Sales, October Business Inventories, and November Import-Export Prices reports as well as the latest Weekly UI Claims & Rail Traffic results.
Fed Officials Hint ‘Considerable Time’ Rhetoric Ends Next Week
written by Michael Lewis on December 09, 2014
FMI’s commentary on today’s WSJ story and signs that the FOMC is preparing drop its pledge to delay hiking rates for a “considerable time” pledge.
Data Round-Up: NFIB, JOLTs, Manpower Underscore Improving Labor Markets
written by Michael Lewis on December 09, 2014
FMI’s analyses of today’s November NFIB Small Business Optimism Index, October JOLTS data and the 15Q1 Manpower Employment Index.
FMI Weekly Data Preview: December 8-12
written by Michael Lewis on December 08, 2014
FMI’s Preview of this week’s notable data releases. The highlight will be Thursday’s November Retail Sales report. Unit vehicle sales rose to near a cycle-high in November. Though some retailers expressed disappointment over Black Friday traffic, chain-store sales for the month were respectable.
FMI Weekly Data Preview: December 8-12
written by Michael Lewis on December 08, 2014
FMI’s Preview of this week’s notable data releases. The highlight will be Thursday’s November Retail Sales report. Unit vehicle sales rose to near a cycle-high in November. Though some retailers expressed disappointment over Black Friday traffic, chain-store sales for the month were respectable.
