Macro

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Data Round-Up: NFIB on Biggest Winning Streak in Its History

FMI’s analysis of this morning’s September Small Business Optimism Index.

Data Round-Up: Home Price Appreciation Stays Brisk; Consumer, Fed Bank Surveys Strong

FMI’s review of July Home Price Indices and September Conference Board Consumer Confidence, featuring Jobs-Plentiful/Jobs-Hard-to-Get data

New Faces on FOMC Will Not Shift Policy Direction

FMI’s commentary on vacancies on the Federal Reserve Board of Governors and on the likely effect -- minimal -- of Trump’s nominees on policy.

FOMC Stays Course: Another Hike in December, Three in 2019

FMI’s commentary on today’s FOMC post-meeting statement and Powell’s news conference.

Data Round-Up: Real Equipment Likely Up +5% in 18Q3, Real GDP Near +3.5%

FMI’s analyses of today’s August Durable Goods Orders, August Advance Indicators (Goods-trade, wholesale & retail inventories), and Third Report of 18Q2 GDP as well as the latest Weekly UI Claims & Rail Traffic results.

Data Round-Up: Real Consumption on Track for +3.5% Growth in 18Q3

FMI’s analyses of today’s August Personal Income & Consumption report and September Chicago Purchasing Managers Index, as well as our Summary of major data released in September and Schedule of major data reports in October.

Fed’s ‘Third Mandate’ Will Compel Continued Tightening

FMI’s commentary on progress toward the Fed’s mandates, including the mostly-forgotten third one.

Data Round-Up: Trade Pendulum Swings, to Cut -1% from 18Q3 GDP

FMI’s analyses of this morning’s July International Trade report and August Vehicle Sales.

August Non-Manufacturing Index

FMI's analysis of this morning's Non-Manufacturing Index.

August Employment Analysis: Healthy Job Gains, Improving Wages Will Keep Fed Rate Hikes Coming

FMI’s analysis of today’s August Employment.

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