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All Regions
Fed Officials Hint ‘Considerable Time’ Rhetoric Ends Next Week
written by Michael Lewis on December 09, 2014
FMI’s commentary on today’s WSJ story and signs that the FOMC is preparing drop its pledge to delay hiking rates for a “considerable time” pledge.
FMI Weekly Data Preview: December 8-12
written by Michael Lewis on December 08, 2014
FMI’s Preview of this week’s notable data releases. The highlight will be Thursday’s November Retail Sales report. Unit vehicle sales rose to near a cycle-high in November. Though some retailers expressed disappointment over Black Friday traffic, chain-store sales for the month were respectable.
FMI Weekly Data Preview: December 8-12
written by Michael Lewis on December 08, 2014
FMI’s Preview of this week’s notable data releases. The highlight will be Thursday’s November Retail Sales report. Unit vehicle sales rose to near a cycle-high in November. Though some retailers expressed disappointment over Black Friday traffic, chain-store sales for the month were respectable.
GDP Revised Downward, Contrary to Forecast
written by Richard Katz on December 08, 2014
Richard analyzes why the economists got it wrong that Japan's third quarter would be revised upward.
Tax Delay the Right Move
written by Richard Katz on December 06, 2014
Richard analyzes why Abe's delay on consumption tax hike is the right move to the Japanese economy.
Data Round-Up: By Far, the Strongest Payroll Jobs Report of the Cycle
written by Michael Lewis on December 05, 2014
FMI’s analyses of this morning’s November Employment report and October International Trade results.
TOE Alert: LDP Predicted tO Win 300 or More Seats
written by Richard Katz on December 04, 2014
The Liberal Democratic Party (LDP) is currently on a trajectory to win 300 or more seats in the Dec. 14 Lower House election, according to polls in Nikkei, Asahi, Kyodo and Yomiuri, all based on tens of thousands of phone calls.
Data Round-Up: Services Index, Vehicle Sales Rise to Near Cycle Highs
written by Michael Lewis on December 03, 2014
FMI’s analyses of this morning’s November Non-Manufacturing Index and Revised 14Q3 Productivity & Labor Costs data, as well as a review of November Vehicle Sales.
TOE Alert: Real Wages Drop 16th Month in a Row
written by Richard Katz on December 02, 2014
For the 16th month in a row, real wages for workers were below year-earlier levels.
Data Round-Up: A Solid October Construction Report
written by Michael Lewis on December 02, 2014
FMI’s analysis of this morning’s October Construction report.
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