Focus
→ Monetary policy
→ In-depth data analysis of the US economy
→ How disasters affect data
→ How macroeconomics impacts the consumer
→ The economic implications of international trade
→ Industrials
“Why do we fear deflation? Japan has faced deflation for the past two decades, and its economy has not fallen apart.”
Background
Economic Advisor, Investment Committee of Advocacy Investing
Chief Economist at Stein Roe & Farnham
Co-founder, Chicago Financial Forum
🎓 BA in Economics, MIT
🎓 Master’s in Economics, UCLABiography
Mike Lewis founded Free Market Inc. (FMI) in 1982 as a full-service economic consulting firm, providing insights and in-depth data analysis primarily for institutional money managers and corporate planning directors.
FMI has compiled a solid record of timely, independent and accurate economic forecasts. FMI blends its unique analysis of indicators and experience with economic cycles into a consistent overall outlook. The company offers both a comprehensive overview and in-depth detail that enable clients to integrate FMI’s insights into their decision-making process.
Major topics covered include:
Interest rates
GDP
Personal Income and Consumption
Employment Reports (BLS and ADP)
Industrial Production
Producer Price Index
Regional Fed Surveys
Retail Sales
Export/Import Prices
Unemployment Insurance Claims
Wholesale Inventories
Rail Traffic
FOMC Minutes
NFIB Small Business Optimism Index
Job Openings and Labor Turnover Survey
International Trade
PMI Surveys
Construction Reports
Pending Home Sales Index
Durable Goods Orders
New Home Sales
Consumer Confidence
Existing Home Sales
Leading Economic Indicators
Consumer Price Index
Housing Starts
Bank Lending and Money Supply
Import-Export Prices
Flow of Funds
US Vehicle Production Schedules
His commentaries have appeared in the Wall Street Journal, Barron’s and other publications. A varsity player in college, he has also coached basketball at the junior college and Division III levels.
On econVue
🎧 Appeared on The Hale Report™
What if Everything You Know About Inflation is Wrong?
At the start, Fed chair Jay Powell and his colleagues insisted that unprecedented monetary and fiscal stimulus would not be inflationary. That the subsequent surge in inflation was a complete surpris…
