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Data Round-Up: Real Consumption on Track for +3% Gain in 18Q3
written by Michael Lewis on August 30, 2018
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
written by Michael Lewis on August 30, 2018
FMI’s commentary on the home price trend.
Data Round-Up: Trade Will Be a Drag on 18Q3 GDP, Offset by Inventory Build
written by Michael Lewis on August 28, 2018
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.
written by Michael Lewis on August 24, 2018
FMI’s commentary on the fears and realities about the Trump tariffs.
Data Round-Up: Real Equipment Spending Headed for +5% Gain in 18Q3
written by Michael Lewis on August 24, 2018
FMI’s analysis of today’s July Durable Goods Orders report.
Data Round-Up: New Home Sales Disappoint, Again
written by Michael Lewis on August 23, 2018
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
written by Michael Lewis on August 22, 2018
FMI’s review of this morning’s July Existing Home Sales report.
The Yield Curve: It Really Is Different This Time
written by Michael Lewis on August 17, 2018
FMI’s commentary on the yield curve.
Data Round-Up: Housing Starts Disappoint Again, Philly Fed Sends Mixed (But Still Upbeat) Message
written by Michael Lewis on August 16, 2018
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 1: Discretionary Retail Sales Surge in July
written by Michael Lewis on August 15, 2018
FMI’s analyses of this morning’s July Retail Sales report, as well as our notes on this morning’s August NY Fed Empire Regional Manufacturing Index.
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