Macro

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Data Round-Up: Inventory, Consumption Led Upside 18Q3 GDP Surprise

FMI’s analysis of this morning’s Advance Report of 18Q3 GDP.

Data Round-Up: Existing Home Sales Decline for Sixth Straight Month

FMI’s review of this morning’s September Existing Home Sales report.

FMI Weekly Data Preview: October 22-26

FMI’s Preview of this week’s major data releases

Data Round-Up: Housing Starts Underwhelm, Again, in September

FMI’s review of this morning’s September Housing Starts report.

Data Round-Up: Regional Mfg Surveys Continue Solid Gains in October

FMI’s review of this morning’s October Philadelphia Fed regional manufacturing survey and the latest Weekly UI Claims & Rail Traffic results.

Hurricane Michael Should Have Little Impact on October Payrolls

FMI’s commentary on the macroeconomic impacts, or lack thereof, from Hurricane Michael.

Data Round-Up: Real Consumption Likely Rose +3.5% in 18Q3

FMI’s analyses of this morning’s September Retail Sales and August Business Inventories reports, plus notes on this morning’s the October NY Fed Empire regional manufacturing index.

Data Round-Up: Core & Total PPI Trends Continue to Exceed Inflation Target

FMI’s review of today’s September PPI report, including a round-up of recent high-frequency inflation indicators.

Tariff Drag on U.S. Should Be Much Less Than Expected

FMI’s commentary on the economic impacts from President Trump’s tariffs and retaliatory measures by trading partners.

Data Round-Up: Core Import Prices Continue to Moderate

FMI’s reviews of today’s September U.S. Dollar and Trade Prices data and September Bank Lending & Money Supply results.

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