Macro

Data Round-Up: Trade Points to Modest Downward Revision to 14Q4 GDP

written by Michael Lewis on February 05, 2015

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

January Employment Preview: Expect +275K Private Payroll Jobs

written by Michael Lewis on February 05, 2015

FMI’s Preview of January Employment including a review of 14Q4 Productivity and Labor Costs results and the latest Weekly Initial UI Claims data.

Economic Report on Mexico - February 2015

written by Rogelio Ramirez de la O on February 03, 2015

Mexican economic indicators continue to show low momentum in the short term. Our estimate of growth for 2015 remains around 2%, as weakness is now reinforced by the cut in public spending announced for this year, likely to hit investment, and subdued business expectations.

FMI Preview of Data Releases: February 2 - 6, 2015

written by Michael Lewis on January 30, 2015

FMI's preview of the coming week's major data releases.

The Economic and Investment Outlook-the Case for Mid-2015 Rate Hikes

written by Michael Lewis on January 30, 2015

FMI analyzes the high probability of the Fed's intent to normalize the monetary policy in June this year.

The U.S. Dollar and International Economic Conditions

written by Michael Lewis on January 30, 2015

FMI's analysis on end-of-month international economic data.

Data Round-Up: Robust Real Consumption Bodes Well; Wage Pressures Rising

written by Michael Lewis on January 30, 2015

FMI’s analyses of this morning’s Advance Report of 14Q4 GDP, the January Chicago Purchasing Managers Index and other Regional Surveys and the 14Q4 Employment Cost Index.