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Data Round-Up: Real Equipment Spending on Track for +11% Gain in 14Q3
written by Michael Lewis on August 26, 2014
FMI’s analyses of this morning’s July Durable Goods Orders report and June Home Prices data.
FMI Data Analysis - August 26
written by Michael Lewis on August 26, 2014
Data Round-Up: Real Equipment Spending on Track for +11% Gain in 14Q3
FMI Weekly Data Preview: August 25-29
written by Michael Lewis on August 25, 2014
FMI’s Preview of this week’s major data reports.
ACA Limiting Payroll Job Gains, Raising Employees’ Costs
written by Michael Lewis on August 22, 2014
FMI’s commentary on the mostly negative impacts of the Affordable Care Act on employer-sponsored insurance plans.
Data Round-Up: UI Claims, Regional Surveys Show Healthy Labor Markets
written by Michael Lewis on August 21, 2014
FMI’s reviews of the latest Weekly UI Claims & Rail Traffic data and this morning’s August Philadelphia Fed Regional Manufacturing survey, as well as notes on July Existing Home Sales.
FOMC Minutes Show Fed Hawks Getting More Restive
written by Michael Lewis on August 20, 2014
FMI's commentary about the economic sweet spot and about the disturbing parallels between Yellen’s intended course and the disastrous, bubbly Greenspan policy.
Data Round-Up: Core CPI Continues to Trend Near +2%; Housing Starts Soar
written by Michael Lewis on August 19, 2014
FMI’s analyses of this morning’s July CPI and July Housing Starts data.
FMI Weekly Data Preview: August 18-22
written by Michael Lewis on August 18, 2014
FMI’s Preview of this week’s major data reports. The week began well with this morning National Association of Home Builders sentiment index which rose +2 points to 55 in August, its third straight monthly gain the best level since January.
FMI Data Analysis: August 15
written by Michael Lewis on August 15, 2014
Solid industrial production report
Deja vu: Yellen Out to Repeat Greenspan's Disastrous Policy
written by Michael Lewis on August 15, 2014
FMI’s commentary on ominous historical parallels to Yellen’s intended policy course.
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