Macro

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FMI Weekly Data Preview: August 18-22

FMI’s Preview of this week’s major data reports. The week began well with this morning National Association of Home Builders sentiment index which rose +2 points to 55 in August, its third straight monthly gain the best level since January.

FMI Weekly Data Preview: August 11-15

FMI’s Preview of this week’s major data reports. With conditions uncertain and likely deteriorating in both Ukraine and the Middle East, geopolitics will continue to be in the forefront.

Fed ‘Macroprudential Policy’ No Substitute for Proper Rates

FMI’s commentary on the Fed’s new emphasis on regulatory policy.

Data Round-Up: NFIB, JOLTS Show Improving Labor Markets, Rising Wages

FMI’s reviews of today’s July NFIB Small Business Optimism Index and June Job Openings & Labor Turnover Survey data.

Data Round-Up: 'Gray' July Retail Sales Point to Softer 14Q3 Consumption Growth

FMI’s analyses of today’s July Retail Sales and June Business Inventories reports as well as an updated look at 14Q2 GDP Sources & Assumptions.

Data Round-Up: UI Claims Holding Near Structural Lows

FMI’s reviews of the latest Weekly UI Claims & Rail Traffic data and the June Import/Export Prices report.

Deja vu: Yellen Out to Repeat Greenspan's Disastrous Policy

FMI’s commentary on ominous historical parallels to Yellen’s intended policy course.

FMI Data Analysis: August 15

Solid industrial production report

Weekly Data Preview: August 4-8

The highlight of this week’s few releases will be Wednesday’s International Trade report for June.

Vehicle Sales Remain Healthy in July

Vehicle sales reached an estimated 16.4 mm units in July (seasonally-adjusted at annual rate). While down a bit from June’s cycle high of 16.8 mm, sales were in line with the strong 14Q2 average.

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