All Regions
All Regions
Data Round-Up: Strong PMI Argues Trade War Fears Exaggerated
FMI’s analyses of today’s June PMI and May Construction reports.
FMI July 2018 Economic & Investment Outlook
FMI's complete July 2018 Economic & Investment Outlook
Data Round-Up: After Soft May; Real Consumption on Track for Near +3% Gain in 18Q2
FMI’s analyses of today’s May Personal Income & Consumption report and June Chicago Purchasing Managers Index survey.
Trump's Trade War: Modest Drag Near-Term, But Long-Term Benefit for U.S.
FMI’s commentary on the likely macro costs -- and benefits -- of President Trump’s trade ‘war’ strategy.
Data Round-Up: Home Prices Continue Up at Brisk Pace; Consumers find 'Jobs Plentiful'
FMI’s review of April S&P/Case-Shiller Home Price Index and June Conference Board Consumer Confidence, featuring Jobs-Plentiful/Jobs-Hard-to-Get data, plus our review of today’s batch of June Fed bank regional business surveys.
Data Round-Up: New Home Sales Post Surprise Southern Surge in May
FMI’s analysis of today’s May New Home Sales report. Also this morning, the Dallas Fed’s regional Texas Manufacturing Index rose +5 points to a robust 33 in June (company outlook measure); zero is break-even for the survey.
For Powell Fed, Less Would Be More
FMI’s commentary on how Jay Powell could improve further on his pretty good start as Fed chairman. Unfortunately, we harbor no illusions that these recommendations will be adopted. We offer them as food for thought -- and perhaps a smile -- for a Friday afternoon.
Data Round-Up: Manufacturing Surveys Show Solid Results for 18Q2 & Beyond
FMI’s reviews of this morning’s June Philadelphia Fed regional manufacturing survey and the latest Weekly UI Claims & Rail Traffic results
Data Round-Up: Existing Home Sales Continue Their Spring Slump
FMI’s review of this morning’s May Existing Home Sales report.