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FMI January 2105 Economic and Investment Outlook
written by Michael Lewis on January 05, 2015
FMI's complete January 2015 Economic & Investment Outlook.
Data Round-Up: PMI Settles Back, Still Ends 2014 on Healthy Note
written by Michael Lewis on January 02, 2015
FMI’s analyses of this morning’s December PMI (Manufacturing) survey and November Construction report.
Data Round-Up: Regional Surveys Settle Down in December, Still Point to Good 2015
written by Michael Lewis on December 31, 2014
FMI’s analyses of today’s December Chicago Purchasing Managers Index and other Regional Surveys as well as the latest Weekly UI Claims & Rail Traffic data, plus a Summary of data released this month and a Schedule of major releases in January.
Data Round-Up: Home Prices Continue Above-Trend Gains
written by Michael Lewis on December 30, 2014
FMI’s analysis of this morning’s October S&P/Case-Shiller Home Prices Indices.
FMI Weekly Data Preview: December 29-January 2
written by Michael Lewis on December 29, 2014
FMI’s Preview of data releases in this holiday-truncated week.
Data Round-Up: A Cornucopia of Pre-Thanksgiving Data
written by Michael Lewis on December 26, 2014
FMI’s analyses of this morning’s November Regional Business Surveys (including today's Chicago Purchasing Managers Index), October Durable Goods Orders and Personal Income & Consumption reports, and the latest Weekly UI Claims & Rail Traffic data as well as notes on October New Homes Sales results.
Data Round-Up: 14Q3 Goods Consumption, Equipment Revised Up; Home Prices Still Healthy
written by Michael Lewis on December 25, 2014
FMI’s analyses of this morning’s Second Report of 14Q3 GDP and September Home Prices as well as notes on today's November Conference Board consumer confidence poll.
Data Round-Up: UI Claims Continue to Show Healthy Jobs Market
written by Michael Lewis on December 24, 2014
FMI’s review of today’s Weekly UI Claims & Rail Traffic data.
Data Round-Up: Real Consumption on Track for Strong 4.5% in 14Q4
written by Michael Lewis on December 23, 2014
FMI’s analyses of this morning’s Third Report of 14Q3 GDP, November Durable Goods and Personal Income & Consumption reports (all three also attached as a single PDF) plus notes on November New Home Sales and the December Richmond Fed Manufacturing and Philadelphia Fed Non-Manufacturing regional surveys.
LDP Does Not Owe Victory to Rural Districts
written by Richard Katz on December 17, 2014
This report analyzes that Abe has the electoral ability to override the farm lobby on TPP—and its allies within the LDP if he wants to, since the LDP was not dependent on the rural vote for its victory.
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