Macro
Data Round-Up: UI Claims & Home Prices Strong; New Trump Tariffs
written by Michael Lewis on March 22, 2018
FMI’s review the latest Weekly UI Claims & Rail Traffic results.
Data Round-Up: Existing Home Sales Rebound; Lean Inventory, Bad Weather Still Problems
written by Michael Lewis on March 21, 2018
FMI’s review of this morning’s February Existing Home Sales report.
Puerto Rico Migration Having Only Modest Impact on U.S. Jobs
written by Michael Lewis on March 20, 2018
FMI’s commentary on the effects of post-Maria migration from Puerto Rico on the U.S. labor market.
Trillion-Dollar Federal Deficits Are Best-Case Scenario Going Forward
written by Michael Lewis on March 19, 2018
FMI’s commentary on Trump fiscal and trade policy.
Data Round-Up: Mfg Output Surges; Single-Family Housing Starts Continue to Trend Up
written by Michael Lewis on March 16, 2018
FMI’s analyses of this morning’s February Housing Starts, February Industrial Production and January JOLTS reports, and February Bank Lending & Money Supply data
Data Round-Up: Soft Retail Sales a Pause, Not a Problem
written by Michael Lewis on March 14, 2018
FMI’s analyses of this morning’s February Retail Sales, January Business Inventories, and February PPI reports.
Data Round-Up: Core CPI Continues to Show Upward Pressures; NFIB Near 45-Year High
written by Michael Lewis on March 13, 2018
FMI’s analyses of this morning’s February CPI including recent high-frequency price data, the February Small Business Optimism Index and the 18Q2 Manpower Employment Index.
Million-Jobs Surge in Household Survey Nice, But No Signal
written by Michael Lewis on March 12, 2018
FMI’s commentary on the spike in February household survey jobs.
Data Round-Up: Payrolls Post Stunning Job Gains in February
written by Michael Lewis on March 09, 2018
FMI’s analysis of today’s February Employment report as well as notes on the details in President Trump’s tariff announcement.
Data Round Up: Household Net Worth Jumped Another +$2T in 17Q4
written by Michael Lewis on March 08, 2018
FMI’s review of this afternoon’s 17Q4 U.S. Financial Accounts (formerly Flow of Funds) report.
