US
The Economic and Investment Outlook-the Case for Mid-2015 Rate Hikes
written by Michael Lewis on January 30, 2015
FMI analyzes the high probability of the Fed's intent to normalize the monetary policy in June this year.
The U.S. Dollar and International Economic Conditions
written by Michael Lewis on January 30, 2015
FMI's analysis on end-of-month international economic data.
Data Round-Up: Robust Real Consumption Bodes Well; Wage Pressures Rising
written by Michael Lewis on January 30, 2015
FMI’s analyses of this morning’s Advance Report of 14Q4 GDP, the January Chicago Purchasing Managers Index and other Regional Surveys and the 14Q4 Employment Cost Index.
Data Round-Up: Initial UI Claims Trend Falls Back Below 300K
written by Michael Lewis on January 29, 2015
FMI’s review of the latest Weekly UI Claims & Rail Traffic data.
FOMC Stays on Course for Mid-Year Rate Hike
written by Michael Lewis on January 28, 2015
FMI’s commentary on today’s FOMC post-meeting statement.
Supreme Court versus Obamacare II: High Drama; Not the Main Event
written by David W. Johnson on January 29, 2015
Despite the high drama and intense media attention, Supreme Court versus Obamacare II is a sideshow. The main event remains how market forces are reshaping fundamental supply-demand relationships in healthcare delivery.
‘Hot Streak’ Continues: Expect +3% GDP in 14Q4 & Beyond
written by Michael Lewis on January 28, 2015
FMI’s Preview of 14Q4 GDP and commentary on the impact of lower oil prices.
Slower Household Formation Driven by Demographics
written by Michael Lewis on January 21, 2015
FMI’s commentary on the moderation in the rate of household formation.
Data Round-Up: Housing Starts Perk up in 14Q4, Boding Well for 2015
written by Michael Lewis on January 21, 2015
FMI’s review of today’s December Housing Starts results.
Data Round-Up: Mixed Regionals Point to Moderate Growth; Core PPI Higher than Expected
written by Michael Lewis on January 15, 2015
FMI’s analyses of today’s January Philadelphia Fed and NY Fed Empire Regional Manufacturing surveys, the December PPI, and the latest Weekly UI Claims & Rail Traffic data.
