Macro
Data Round-Up: Core CPI a Bit Light in April, But Trend Still Picking Up
written by Michael Lewis on May 10, 2018
FMI’s analysis of this morning’s April CPI report plus our review of the latest Weekly UI Claims & Rail Traffic results.
After March Spurt, April Vehicle Sales Decelerate to OK Trend
written by Michael Lewis on May 02, 2018
FMI’s analysis of April Vehicle Sales based on the complete count released by the Bureau of Economic Analysis this morning (which includes the unpublished GM totals).
Data Round-Up: Real Consumption Positioned for Solid Gain in 18Q2
written by Michael Lewis on April 30, 2018
FMI’s analyses of today’s March Personal Income & Consumption and April Chicago Purchasing Managers Index reports.
Data Round-Up: 18Q1 Very Respectable GDP, Healthy I/S Mix Bode Well
written by Michael Lewis on April 27, 2018
FMI’s analysis of today’s Advance Report of 18Q1 GDP.
Data Round-Up: Real Equipment Spending Likely Up an OK +4% in 18Q1
written by Michael Lewis on April 26, 2018
FMI’s analysis of today’s March Durable Goods Orders and March Advance Indicators (international trade-goods, wholesale & retail inventories) reports, plus the latest Weekly UI Claims results.
Tax Cuts to Boost GDP Trend by +0.7%, Add a Million Jobs
written by Michael Lewis on April 23, 2018
FMI's Commentary on fiscal stimulus from the tax cut and our Preview of this week’s notable economic data released.
Data Round-Up: Existing Home Sales Stay on So-So Course in 18Q1
written by Michael Lewis on April 23, 2018
FMI’s review of this morning’s March Existing Home Sales report.
Data Round-Up: Fed Bank Surveys Retrench, But Still Show Healthy Expansion
written by Michael Lewis on April 19, 2018
FMI’s reviews of today’s April Philadelphia Fed Regional Manufacturing Survey and the latest Weekly UI Claims & Rail Traffic results.
Jobs Shortfall in March Reflected Shifts in the Weather
written by Michael Lewis on April 12, 2018
FMI’s commentary on the March “shortfall” in payroll jobs and its likely cause.
Data Round-Up: Strong JOLTS Show Labor Market Still Quite Healthy
written by Michael Lewis on April 13, 2018
FMI’s review of today’s February JOLTS report and March Bank Lending & Money Supply results.
