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Data Round-Up: Core CPI Continues to Show Upward Pressures; NFIB Near 45-Year High
written by Michael Lewis on March 13, 2018
FMI’s analyses of this morning’s February CPI including recent high-frequency price data, the February Small Business Optimism Index and the 18Q2 Manpower Employment Index.
Million-Jobs Surge in Household Survey Nice, But No Signal
written by Michael Lewis on March 12, 2018
FMI’s commentary on the spike in February household survey jobs.
Data Round-Up: Payrolls Post Stunning Job Gains in February
written by Michael Lewis on March 09, 2018
FMI’s analysis of today’s February Employment report as well as notes on the details in President Trump’s tariff announcement.
February Employment Preview: Expect +180K Private Jobs Gain
written by Michael Lewis on March 08, 2018
FMI’s Preview of Friday’s February Employment report including a review of latest Weekly Initial UI Claims & Rail Traffic data.
Data Round Up: Household Net Worth Jumped Another +$2T in 17Q4
written by Michael Lewis on March 08, 2018
FMI’s review of this afternoon’s 17Q4 U.S. Financial Accounts (formerly Flow of Funds) report.
Trump Tariffs Pose Little Threat to U.S. Macro Economy, Some Opportunity
written by Michael Lewis on March 07, 2018
FMI’s commentary on the Trump tariffs.
Data Round-Up: U.S. Exports, Imports Retrench in January; Trade Likely a Moderate Negative for 18Q1 GDP
written by Michael Lewis on March 07, 2018
FMI’s analyses of this morning’s January International Trade and 17Q4 Revised Productivity & Labor Costs reports.
Data Round-Up: NMI Stays Near Cycle-High, Price Pressures Continue to Mount
written by Michael Lewis on March 05, 2018
FMI’s analysis of today’s February Non-Manufacturing Index and our Preview of the rest of this week’s handful of data releases.
Data Round-Up: PMI at a 14-Year High; Core Inflation Breaching Fed Target
written by Michael Lewis on March 01, 2018
FMI’s analyses of today’s February PMI, January Personal Income & Consumption and January Construction reports plus the latest Weekly UI Claims & Rail Traffic results.
Data Round-Up: 17Q4 GDP Little Changed at +2.5%; Regional Surveys Remain Very Upbeat
written by Michael Lewis on February 28, 2018
FMI’s analyses of this morning’s Second Report of 17Q4 GDP and February Regional Business Surveys, as well as our Summary of major data released in February and Schedule of major releases in March.
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