Macro

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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.

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.

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