Macro

Data Round-Up: PMI Starts 2018 on a Robust Note

written by Michael Lewis on February 01, 2018

FMI’s analysis of today’s January PMI and December Construction reports and a review of 17Q4 GDP Sources & Assumptions and likely revisions in next month’s Second Report of 17Q4 GDP.

FOMC Continues to See ‘Solid’ Economy, Stronger Job Market

written by Michael Lewis on January 31, 2018

FMI’s commentary on today’s FOMC post-meeting statement.

Data Round-Up: Chicago and Other Regional Surveys Show Solid Start to 2018

written by Michael Lewis on January 31, 2018

FMI’s analysis of today’s January Chicago Purchasing Managers Index and other regional business surveys, as well as our Summary of major data released in January and Schedule of major data reports in February.

Data Round-Up: Home Prices Continue to Rise at Brisk Pace

written by Michael Lewis on January 30, 2018

FMI’s review of November S&P/Case-Shiller Home Price Index and January Conference Board Consumer Confidence, featuring Jobs Plentiful/Jobs Hard to Get data.

Data Round-Up: 17Q4 Growth Falls a Bit Short, Favorable I/S Ratio Points to Better Early 2018

written by Michael Lewis on January 26, 2018

FMI’s analyses of today’s Advance Report of 17Q4 GDP, December Durable Goods Orders and December Advance Indicators (Goods-trade, wholesale & retail inventories) results.

Data Round-Up: Real Consumption Positioned for Another Solid Gain in 18Q1

written by Michael Lewis on January 29, 2018

FMI’s analysis of today’s December Personal Income & Consumption report and our Preview of the rest of this week’s major data releases.

Data Round-Up: December Housing Starts Disappoint, Mainly Due to Weather

written by Michael Lewis on January 18, 2018

FMI’s review of this morning’s December Housing Starts and January Philadelphia Fed Regional Manufacturing Index reports, as well as the latest Weekly UI Claims & Rail Traffic results.

Government ‘Shutdown’ Poses No Threat to Economy

written by Michael Lewis on January 19, 2018

FMI’s commentary on the economic impacts, or lack thereof, of a government shutdown.

Data Round-Up: Mfg Trend Still Firming, Utilization at Cycle High

written by Michael Lewis on January 17, 2018

FMI’s analysis of this morning’s December Industrial Production report (also attached as a PDF) plus our reviews of this morning's January NY Fed’s Business Leaders Survey, a regional services measure, and the January NAHB Housing Index.