‘Old’ Reliable Indicators Are More Nuanced in This Cycle

posted by Michael Lewis on May 24, 2018

Found in US, categorized in Growth Outlook and Business Cycle

Tags: business data PMI CPI

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Yet, since the 2016 presidential election, “soft” opinion-based data series like these have generally -- and significantly -- outperformed “hard” data based on actual numbers (sales, number of widgets produced, et al).


FMI’s commentary on the changing implications for some venerable data series.

About Michael Lewis

Michael Lewis

Mike Lewis founded Free Market Inc. (FMI) in 1982 as a full-service economic consulting firm, providing insights and in-depth data analysis primarily for institutional money managers and corporate planning directors.

FMI has compiled a solid record of timely, independent and accurate economic forecasts.  FMI blends its unique analysis of indicators and experience with economic cycles into a consistent overall outlook. They offer both a comprehensive overview and in-depth detail that enable clients to integrate FMI’s insights into their decision-making process.

FMI's reports are driven by data releases in the U.S. And here are the major releases that they cover,

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