Macro
Data Round-Up: PMI Rebounds Nicely, Construction Stays Soft
FMI’s analyses of today’s November PMI and October Construction reports.
Data Round Up: Household Net Worth Rose +$2 Trillion in 18Q3
FMI’s review of this afternoon’s 18Q3 U.S. Financial Accounts report (formerly Flow of Funds).
Data Round-Up: U.S. Non-Farm Exports Tick Up; NMI Headed for Record Quarter
FMI’s analyses of this morning’s October International Trade and November Non-Manufacturing Index reports.
Trump Tax Cut to Pay Economic Dividends for Years to Come
FMI’s commentary on the continuing economic impacts of the December 2017 tax cut.
Data Round-Up: Real Equipment Spending Headed for +6% Gain in 18Q4
FMI’s analyses of today’s October Durable Goods Orders and October Existing Home Sales reports, as well as our review of the latest Weekly UI Claims data
Data Round-Up: Led by Multi-Families, Housing Starts Pick Up in October
FMI’s analyses of this morning’s October Housing Starts report.
‘Purple Puddle’ Election Points to Fiscal Gridlock Ahead
FMI’s commentary on the midterm elections and their likely impact on fiscal policy and the economy.
Data Round-Up: UI Claims Remain Extremely Healthy
FMI’s review of today’s Weekly Initial UI Claims & Rail Traffic data.
Data Round-Up: Special Factors Boost Core & Total PPI in October
FMI’s analyses of this morning’s October PPI
Data Round-Up: Small Business Optimism Remains Strong, Hiring & Compensation Plans Elevated
FMI’s review of today’s October NFIB Small Business Optimism Index