Macro
February Employment Preview: Expect +180K Private Jobs Gain
written by Michael Lewis on March 08, 2018
FMI’s Preview of Friday’s February Employment report including a review of latest Weekly Initial UI Claims & Rail Traffic data.
Trump Tariffs Pose Little Threat to U.S. Macro Economy, Some Opportunity
written by Michael Lewis on March 07, 2018
FMI’s commentary on the Trump tariffs.
Data Round-Up: U.S. Exports, Imports Retrench in January; Trade Likely a Moderate Negative for 18Q1 GDP
written by Michael Lewis on March 07, 2018
FMI’s analyses of this morning’s January International Trade and 17Q4 Revised Productivity & Labor Costs reports.
Data Round-Up: NMI Stays Near Cycle-High, Price Pressures Continue to Mount
written by Michael Lewis on March 05, 2018
FMI’s analysis of today’s February Non-Manufacturing Index and our Preview of the rest of this week’s handful of data releases.
Data Round-Up: PMI at a 14-Year High; Core Inflation Breaching Fed Target
written by Michael Lewis on March 01, 2018
FMI’s analyses of today’s February PMI, January Personal Income & Consumption and January Construction reports plus the latest Weekly UI Claims & Rail Traffic results.
Data Round-Up: Real Equipment Spending Headed for Respectable +5% Gain in 18Q1
written by Michael Lewis on February 27, 2018
FMI’s analyses of today’s January Durable Goods Orders, January Advance Indicators (Goods-trade, wholesale & retail inventories), and December House Prices reports, as well as a review of the Conference Board’s February Consumer Confidence/Jobs Outlook poll.
Data Round-Up: 17Q4 GDP Little Changed at +2.5%; Regional Surveys Remain Very Upbeat
written by Michael Lewis on February 28, 2018
FMI’s analyses of this morning’s Second Report of 17Q4 GDP and February Regional Business Surveys, as well as our Summary of major data released in February and Schedule of major releases in March.
Minutes Show FOMC Ready to Continue Gradual Hikes
written by Michael Lewis on February 21, 2018
FMI’s commentary on today’s January FOMC Minutes.
Data Round-Up: UI Claims Continue to Show Solid Labor Markets
written by Michael Lewis on February 22, 2018
FMI’s review of today’s Weekly UI Claims & Rail Traffic results.
Data Round-Up: Housing Starts Rebound Strongly, Trade Inflation at 6+ Year High
written by Michael Lewis on February 16, 2018
FMI’s review of this morning’s January Housing Starts report and January U.S. Dollar and Trade Prices results, plus January Bank Lending & Money Supply data and the latest High-Frequency Inflation Indicators.
