Macro

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Data Round-Up: Total & Core CPI Pick Up in October

FMI’s analysis of this morning’s October CPI report.

Data Round-Up: Retail Sales Point to +2.75% Real Consumption Gain in 18Q4

FMI’s analyses of this morning’s mass of data including: October Retail Sales, September Business Inventories, plus an updated look at 18Q3 GDP Data Revisions to Date, November Philadelphia Fed and NY Fed Empire regional manufacturing indices, October Import Export Prices, plus U.S. Dollar Analysis and Weekly Initial UI Claims & Rail Traffic.

Data Round-Up: Mfg Trend Remains Fine; Revisions Buoy Mining & Computers

FMI’s analyses of this morning’s October Industrial Production report and October Bank Lending & Money Supply data.

October Employment Preview: Hurricane Payback Should Help Bring +225K Private Jobs Gain

FMI’s Preview of Friday’s October Employment report including our review of 18Q3 Productivity & Labor Costs and the latest Weekly Initial UI Claims & Rail Traffic data.

Data Round-Up: PMI Retrenches Some But Remains at Strong Level

FMI’s analyses of today’s October PMI and September Construction reports.

Data Round-Up: Chicago PM Continues to Drift Down But Remains at Healthy Level

FMI’s analysis of today’s October Chicago Purchasing Managers Index as well as a Summary of major data released in October and a Schedule of major releases for November.

Data Round-Up: Personal Income, Consumption Do OK in September; Core Inflation Trend Remains at Target

FMI’s analysis of today’s September Personal Income & Consumption.

Data Round-Up: Personal Income, Consumption Do OK in September; Core Inflation Trend Remains at Target

FMI’s analysis of today’s September Personal Income & Consumption.

Data Round-Up: New Home Sales Plunge in September

FMI’s analysis of today’s September New Home Sales report

Even at Full Employment, Expansion Has a Good Ways to Go

FMI’s commentary on the implications of the convergence of the falling unemployment rate and rising inflation rate.

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