Macro
Data Round-Up: NFIB, JOLTS Show Robust Labor Markets
written by Michael Lewis on July 10, 2018
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
written by Michael Lewis on July 10, 2018
FMI’s comments on today’s Fed Discount Rate Meetings for June.
Data Round-Up: Core & Total PPI Exceed Expectations, Again
written by Michael Lewis on July 11, 2018
FMI’s analyses of this morning’s June PPI data
Data Round-Up: Core Inflation Eases in 18Q2, Trend Likely Higher in 2018-H2
written by Michael Lewis on July 12, 2018
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
written by Michael Lewis on July 13, 2018
FMI’s review of June U.S. Dollar and Trade Prices and June Bank Lending & Money Supply results.
The Trump 'Trade Wars' Timelines
written by Michael Lewis on July 13, 2018
FMI’s review of the timeline for the Trump “trade wars.”
Data Round-Up: Real Consumption Likely Rose +3.25% in 18Q2
written by Michael Lewis on July 16, 2018
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.
written by Michael Lewis on June 28, 2018
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
written by Michael Lewis on June 29, 2018
FMI’s analyses of today’s May Personal Income & Consumption report and June Chicago Purchasing Managers Index survey.
FMI July 2018 Economic & Investment Outlook
written by Michael Lewis on July 01, 2018
FMI's complete July 2018 Economic & Investment Outlook
