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The Trump 'Trade Wars' Timelines

FMI’s review of the timeline for the Trump “trade wars.”

Data Round-Up: Real Consumption Likely Rose +3.25% in 18Q2

FMI’s analyses of this morning’s June Retail Sales and May Business Inventories reports

Trump's Trade War: Modest Drag Near-Term, But Long-Term Benefit for U.S.

FMI’s commentary on the likely macro costs -- and benefits -- of President Trump’s trade ‘war’ strategy.

Data Round-Up: After Soft May; Real Consumption on Track for Near +3% Gain in 18Q2

FMI’s analyses of today’s May Personal Income & Consumption report and June Chicago Purchasing Managers Index survey.

FMI July 2018 Economic & Investment Outlook

FMI's complete July 2018 Economic & Investment Outlook

Data Round-Up: Strong PMI Argues Trade War Fears Exaggerated

FMI’s analyses of today’s June PMI and May Construction reports.

May 2018 Durable Goods Orders

FMI’s analyses of today’s May Durable Goods Orders

U.S. Tariffs Costs Will Be Borne Primarily by Foreigners

FMI’s commentary on the economic effects -- and potential benefits -- of Trump’s tariffs.

Data Round-Up: Existing Home Sales Continue Their Spring Slump

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

Data Round-Up: Manufacturing Surveys Show Solid Results for 18Q2 & Beyond

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