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Data Round-Up: Real Consumption on Track for +3% Gain in 18Q3

FMI’s analyses of today’s July Personal Income & Consumption plus the latest Weekly UI Claims & Rail Traffic results.

Home Price Appreciation Will Moderate, But Not Yet

FMI’s commentary on the home price trend.

Data Round-Up: Trade Will Be a Drag on 18Q3 GDP, Offset by Inventory Build

FMI’s analyses of today’s July Advance Indicators (Goods-trade, wholesale & retail inventories), June Case-Shiller Home Price Index, and August Conference Board Consumer Confidence reports as well as a review of today’s August Regional Fed Bank surveys.

Trump Tariff ‘Wars’ Having Minimal Economic Impact in U.S.

FMI’s commentary on the fears and realities about the Trump tariffs.

Data Round-Up: Real Equipment Spending Headed for +5% Gain in 18Q3

FMI’s analysis of today’s July Durable Goods Orders report.

Data Round-Up: New Home Sales Disappoint, Again

FMI’s analysis of today’s July New Home Sales report and the latest Weekly UI Claims & Rail Traffic results.

Existing Home Sales Decline for Fourth Straight Month

FMI’s review of this morning’s July Existing Home Sales report.

The Yield Curve: It Really Is Different This Time

FMI’s commentary on the yield curve.

Data Round-Up: Housing Starts Disappoint Again, Philly Fed Sends Mixed (But Still Upbeat) Message

FMI’s review of this morning’s July Housing Starts and August Philadelphia Fed Regional Manufacturing Index reports, as well as the latest Weekly UI Claims & Rail Traffic results.

Data Round-Up-Part 2: 18Q2 Real GDP Should Stay Near +4% in Second Report

FMI’s analyses of the rest of this morning’s crush of data: June Business Inventories, and July Industrial Production and 18Q2 Productivity & Labor Costs reports, as well as our updated look at GDP Revisions for the Second Report of 18Q2.

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