FMI’s analysis of today’s March Durable Goods Orders and March Advance Indicators (international trade-goods, wholesale & retail inventories) reports, plus the latest Weekly UI Claims results.
FMI’s analyses of today’s March Home Sales, February S&P/Case-Shiller Home Price Index and April Conference Board Consumer Confidence reports (all three also attached as a single PDF) plus notes on this morning’s Fed Bank Regional Surveys (Richmond manufacturing & services and Philadelphia Fed non-manufacturing).
FMI’s review of this morning’s March Existing Home Sales report.
FMI's Commentary on fiscal stimulus from the tax cut and our Preview of this week’s notable economic data released.
FMI’s reviews of today’s April Philadelphia Fed Regional Manufacturing Survey and the latest Weekly UI Claims & Rail Traffic results.
FMI’s analyses of this morning’s March Retail Sales and February Business Inventories reports, plus notes on this morning’s April NY Fed Empire regional manufacturing index and the National Association of Home Builders April Housing Market index.
FMI’s review of today’s February JOLTS report and March Bank Lending & Money Supply results.
FMI’s commentary on the March “shortfall” in payroll jobs and its likely cause.
FMI’s commentary on Trump’s trade clash with China and feud with Amazon, plus a note on the implications of San Francisco Fed president John Williams’ move to the NY Fed.