Macro
TOE Alert: Some Real Momementum on TPP Raises Likelihood of Conclusion, But Still Uphill Climb
written by Richard Katz on January 24, 2015
Richard discusses the likelihood of the U.S. and Japan reach the TPP pact this year.
Slower Household Formation Driven by Demographics
written by Michael Lewis on January 21, 2015
FMI’s commentary on the moderation in the rate of household formation.
Data Round-Up: Housing Starts Perk up in 14Q4, Boding Well for 2015
written by Michael Lewis on January 21, 2015
FMI’s review of today’s December Housing Starts results.
Data Round-Up: Mixed Regionals Point to Moderate Growth; Core PPI Higher than Expected
written by Michael Lewis on January 15, 2015
FMI’s analyses of today’s January Philadelphia Fed and NY Fed Empire Regional Manufacturing surveys, the December PPI, and the latest Weekly UI Claims & Rail Traffic data.
TOE Alert: Cabinet Office Admits BOJ won't Make 2% Inflation Goal in FY 2015
written by Richard Katz on January 14, 2015
The Bank of Japan (BOJ) is pulling out all the stops in order to make good on its promise of achieving 2% inflation toward the latter half of fiscal 2015 (which ends April 2016).
Data Round-Up: NFIB, JOLTS Show 'Normal' Conditions at Last
written by Michael Lewis on January 13, 2015
FMI’s analyses of today’s December NFIB Small Business Optimism Index and November JOLTS data.
Preview of Data Releases: January 12 - 16, 2015
written by Michael Lewis on January 12, 2015
FMI's preview of this week’s data releases.
Jobless Rate Drop Was Legitimate in 2014, Will Continue in 2015
written by Michael Lewis on January 12, 2015
FMI’s commentary on the improvement in unemployment in 2014 and likely course in 2015
Data Round-Up: Jobs, Workweek & Unemployment End Year on Strong Note; Wage Woes Exaggerated
written by Michael Lewis on January 09, 2015
FMI’s analyses of this morning’s December Employment report.
December Employment Preview: Expect +275K Private Payroll Jobs
written by Michael Lewis on January 08, 2015
FMI’s Preview of the December Employment Report including a review of the latest Weekly Initial UI Claims & Rail Traffic data.
