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All Regions
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.
FOMC Now ‘Patient’ -- 1st Rate Hike Still Likely Mid-2015
written by Michael Lewis on December 17, 2014
FMI’s commentary on today’s FOMC post-meeting statement, updated quarterly forecasts and Yellen news conference..
Data Round-Up: Housing Starts Level Off at 6-Year High
written by Michael Lewis on December 16, 2014
FMI’s review of today’s November Housing Starts results.
Data Round-Up: Manufacturing Firing On All Cyclinders
written by Michael Lewis on December 15, 2014
FMI’s analysis of today’s November Industrial Production (also attached as PDFs) as well as notes on this morning’s December NY Fed Empire regional manufacturing index.
LDP: A Victory, Not Mandate
written by Richard Katz on December 15, 2014
In this report, Richard explains why Shinzo Abe and his Liberal Democratic Party (LDP) won a victory, but not a mandate.
Data Round-Up: PPI Falls on Gasoline Prices; Bank Lending Picks Up
written by Michael Lewis on December 12, 2014
FMI’s analyses of today’s November PPI report and November Bank Lending & Money Supply results.
FMI Weekly Data Preview: December 15-19
written by Michael Lewis on December 12, 2014
FMI’s Preview of the coming week’s data releases. The highlight of the week will be the FOMC statement on Wednesday, which will be accompanied by the members’ updated quarterly forecast and by Yellen’s news conference.
Data Round-Up: Real Consumption on Track for +3.5% Gain in 14Q4
written by Michael Lewis on December 11, 2014
FMI’s analyses of today’s November Retail Sales, October Business Inventories, and November Import-Export Prices reports as well as the latest Weekly UI Claims & Rail Traffic results.
Data Round-Up II: Household Net Worth Stalled in 14Q3
written by Michael Lewis on December 11, 2014
FMI’s analysis of today’s 14Q3 US Financial Accounts (formerly known as Flow of Funds) data.
Data Round-Up: NFIB, JOLTs, Manpower Underscore Improving Labor Markets
written by Michael Lewis on December 09, 2014
FMI’s analyses of today’s November NFIB Small Business Optimism Index, October JOLTS data and the 15Q1 Manpower Employment Index.
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