Macro
Tax Delay the Right Move
written by Richard Katz on December 06, 2014
Richard analyzes why Abe's delay on consumption tax hike is the right move to the Japanese economy.
TOE Alert: Real Wages Drop 16th Month in a Row
written by Richard Katz on December 02, 2014
For the 16th month in a row, real wages for workers were below year-earlier levels.
Data Round-Up: By Far, the Strongest Payroll Jobs Report of the Cycle
written by Michael Lewis on December 05, 2014
FMI’s analyses of this morning’s November Employment report and October International Trade results.
Data Round-Up: Services Index, Vehicle Sales Rise to Near Cycle Highs
written by Michael Lewis on December 03, 2014
FMI’s analyses of this morning’s November Non-Manufacturing Index and Revised 14Q3 Productivity & Labor Costs data, as well as a review of November Vehicle Sales.
Data Round-Up: A Solid October Construction Report
written by Michael Lewis on December 02, 2014
FMI’s analysis of this morning’s October Construction report.
Consumption, income, inflation Drop in October
written by Richard Katz on December 01, 2014
In October, core inflation—excluding the effect of the consumption tax hike—fell to a rate of 0.9%, price-adjusted income and consumption both fell to levels sharply below year-earlier levels, although there were up from September.
FMI December Economic & Investment Outlook
written by Michael Lewis on December 01, 2014
FMI's complete December 2014 Economic & Investment Outlook.
Data Round-Up: PMI Orders Maintain Cycle Highs, Price Index Falls Sharply
written by Michael Lewis on December 01, 2014
FMI’s analysis of this morning’s November PMI survey, as well as a Summary of data released in November and a Schedule of major releases in December.
Data Round-Up: A Cornucopia of Pre-Thanksgiving Data
written by Michael Lewis on December 26, 2014
FMI’s analyses of this morning’s November Regional Business Surveys (including today's Chicago Purchasing Managers Index), October Durable Goods Orders and Personal Income & Consumption reports, and the latest Weekly UI Claims & Rail Traffic data as well as notes on October New Homes Sales results.
Data Round-Up: 14Q3 Goods Consumption, Equipment Revised Up; Home Prices Still Healthy
written by Michael Lewis on December 25, 2014
FMI’s analyses of this morning’s Second Report of 14Q3 GDP and September Home Prices as well as notes on today's November Conference Board consumer confidence poll.
