Macro
Data Round-Up: Real Consumption Likely Grew a Solid +3.75% in 17Q4
FMI’s analyses of this morning’s December Retail Sales, November Business Inventories and December CPI reports, plus December Bank Lending & Money Supply results.
Data Round-Up: Even with Soft Finish, 2017 PPI Increase Was Highest Since 2011
FMI’s reviews of today’s December PPI report (including a review of recent high-frequency inflation indicators) as well as Weekly UI Claims & Rail Traffic results.
Data Round-Up: Export & Import Inflation at Six-Year Highs
FMI’s review of December U.S. Dollar and Trade Prices results.
Labor Trends Stayed Fit in 2017, Resolved for Further Gains in 2018
FMI’s commentary on labor market improvement in 2017 and outlook for 2018.
Data Round-Up: Small Business Optimism Boasts Best Year Ever
FMI’s analyses of today’s December NFIB Small Business Optimism Index and November Job Openings & Labor Turnover Survey (JOLTS) results.
Data Round-Up: Labor Markets Still Look Very Healthy, Will Tighten Further in 2018
FMI’s analyses of this morning’s December Employment, November International Trade and December Non-Manufacturing Index reports.
FOMC Still Aiming for 3 (or 4) Rate Hikes in 2018
FMI’s commentary on the December FOMC meeting minutes released this afternoon.
Sales Finish Strong in December, But 2017 Fell Short of Record
FMI's look at December Vehicle Sales.
December 2017 Employment Preview
FMI’s Preview of Friday’s December Employment report and our review of the latest Weekly Initial UI Claims & Rail Traffic data