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All Regions
Data Round-Up: 17Q4 GDP Revised Up; Trump Claims Trade Victory in Korea
written by Michael Lewis on March 28, 2018
FMI’s analyses of today’s Third Report of 17Q4 GDP and February Advance Indicators (Goods-trade, wholesale & retail inventories) results.
Data Round-Up: Home Prices, 'Jobs Plentiful' Readings Remain Quite Upbeat
written by Michael Lewis on March 27, 2018
FMI’s review of January S&P/Case-Shiller Home Price Index and March Conference Board Consumer Confidence, featuring Jobs-Plentiful/Jobs-Hard-to-Get data (both also attached as a single PDF), plus our review of today’s March Fed bank regional business surveys (Dallas and Richmond).
Data Round-Up: Real Equipment Spending Headed for +6% Gain in 18Q1
written by Michael Lewis on March 23, 2018
FMI’s analysis of today’s February Durable Goods Orders and February New Home Sales reports.
Data Round-Up: UI Claims & Home Prices Strong; New Trump Tariffs
written by Michael Lewis on March 22, 2018
FMI’s review the latest Weekly UI Claims & Rail Traffic results.
Data Round-Up: Existing Home Sales Rebound; Lean Inventory, Bad Weather Still Problems
written by Michael Lewis on March 21, 2018
FMI’s review of this morning’s February Existing Home Sales report.
Puerto Rico Migration Having Only Modest Impact on U.S. Jobs
written by Michael Lewis on March 20, 2018
FMI’s commentary on the effects of post-Maria migration from Puerto Rico on the U.S. labor market.
Puerto Rico Migration Having Only Modest Impact on U.S. Jobs
written by Michael Lewis on March 20, 2018
FMI’s commentary on the effects of post-Maria migration from Puerto Rico on the U.S. labor market.
Trillion-Dollar Federal Deficits Are Best-Case Scenario Going Forward
written by Michael Lewis on March 19, 2018
FMI’s commentary on Trump fiscal and trade policy.
Data Round-Up: Mfg Output Surges; Single-Family Housing Starts Continue to Trend Up
written by Michael Lewis on March 16, 2018
FMI’s analyses of this morning’s February Housing Starts, February Industrial Production and January JOLTS reports, and February Bank Lending & Money Supply data
Data Round-Up: Soft Retail Sales a Pause, Not a Problem
written by Michael Lewis on March 14, 2018
FMI’s analyses of this morning’s February Retail Sales, January Business Inventories, and February PPI reports.
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