Macro

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Data Round-Up: Real Consumption on Track for +3% Gain in 18Q3

FMI’s analyses of today’s July Personal Income & Consumption plus the latest Weekly UI Claims & Rail Traffic results.

Trump Tariff ‘Wars’ Having Minimal Economic Impact in U.S.

FMI’s commentary on the fears and realities about the Trump tariffs.

Data Round-Up: Trade Will Be a Drag on 18Q3 GDP, Offset by Inventory Build

FMI’s analyses of today’s July Advance Indicators (Goods-trade, wholesale & retail inventories), June Case-Shiller Home Price Index, and August Conference Board Consumer Confidence reports as well as a review of today’s August Regional Fed Bank surveys.

The Yield Curve: It Really Is Different This Time

FMI’s commentary on the yield curve.

Data Round-Up: PPI Moderated in July, Trends Still Well Above Target

FMI’s analyses of this morning’s July PPI report including a review of recent High-Frequency Inflation Indicators, the latest Weekly Initial UI Claims & Rail Traffic results, and our review of and a look at 18Q2 GDP Component Revisions to Date including today’s June Wholesale Inventories report.

Age Mix of the Workforce Is Not Holding Down Wages

FMI’s commentary on the effects on demographics shifts in employment on average wages.

Data Round-Up: More Job Openings than Unemployed People for Fourth Month

FMI’s review of today’s June JOLTS results.

Home Price Appreciation Will Moderate, But Not Yet

FMI’s commentary on the home price trend.

Data Round-Up: Another Strong Jobs Report -- Private Payroll Trend Improving

FMI’s analyses of this morning’s July Employment, June International Trade and July Non-Manufacturing Index reports.

FOMC Takes ‘Strong’ Stand on the Economy

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

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