Macro

Subscription Premium i

Data Round-Up: Regional Surveys Show Continuing Momentum; Real Cons. Poised for +3% in 18Q3

FMI’s analyses of today’s final data for the month, including June Personal Income, July Chicago Purchasing Managers Index, May Home Prices and July Conference Board Consumer Confidence reports, as well as our Summary of major data released in July and Schedule of major data reports in August.

Data Round-Up: Look for at Least +4% Real GDP in 18Q2; Solid Outlook for 18H2

FMI’s analyses of today’s June Durable Goods Orders and June Advance Indicators (Goods-trade, wholesale & retail inventories) reports, as well as a review of the latest Weekly UI Claims & Rail Traffic data.

Data Round-Up: Existing Home Sales Slump for Third Month; Inventory Turning Up

FMI’s review of this morning’s June Existing Home Sales report

Data Round-Up: Private Payroll Jobs Gains, U.S. Exports Remain Quite Strong

FMI’s analyses of today’s June Employment and May International Trade reports.

Supplier Bottlenecks Reflect Strong Growth, Not Trade Panic

FMI’s commentary on supplier delivery bottlenecks and potential distortions from new tariffs.

Data Round-Up: NFIB, JOLTS Show Robust Labor Markets

FMI’s analyses of today’s June NFIB Small Business Optimism Index and May JOLTS results.

Ultra-Dovish Minneapolis Fed Filed Early Rate Hike Request in June

FMI’s comments on today’s Fed Discount Rate Meetings for June.

Data Round-Up: Core & Total PPI Exceed Expectations, Again

FMI’s analyses of this morning’s June PPI data

Data Round-Up: Core Inflation Eases in 18Q2, Trend Likely Higher in 2018-H2

FMI’s analysis of this morning’s June CPI report and our review of the latest Weekly Initial UI Claims & Rail Traffic results.

Data Round-Up: Imports Inflation Moderated in June; C&I Lending Picks Up

FMI’s review of June U.S. Dollar and Trade Prices and June Bank Lending & Money Supply results.

Pages