Archive
Archive
Data Round-Up: UI Claims Continue to Show Healthy Jobs Market
written by Michael Lewis on Wednesday, December 24, 2014
FMI’s review of today’s Weekly UI Claims & Rail Traffic data.
Data Round-Up: Real Consumption on Track for Strong 4.5% in 14Q4
written by Michael Lewis on Tuesday, December 23, 2014
FMI’s analyses of this morning’s Third Report of 14Q3 GDP, November Durable Goods and Personal Income & Consumption reports (all three also attached as a single PDF) plus notes on November New Home Sales and the December Richmond Fed Manufacturing and Philadelphia Fed Non-Manufacturing regional surveys.
LDP Does Not Owe Victory to Rural Districts
written by Richard Katz on Wednesday, December 17, 2014
This report analyzes that Abe has the electoral ability to override the farm lobby on TPP—and its allies within the LDP if he wants to, since the LDP was not dependent on the rural vote for its victory.
LDP: A Victory, Not Mandate
written by Richard Katz on Monday, December 15, 2014
In this report, Richard explains why Shinzo Abe and his Liberal Democratic Party (LDP) won a victory, but not a mandate.
FOMC Now ‘Patient’ -- 1st Rate Hike Still Likely Mid-2015
written by Michael Lewis on Wednesday, December 17, 2014
FMI’s commentary on today’s FOMC post-meeting statement, updated quarterly forecasts and Yellen news conference..
Data Round-Up: Energy/Oil Leads CPI Decline, Should Not Change Fed's Rate Hike Timetable
written by Michael Lewis on Wednesday, December 17, 2014
FMI’s analyses of today’s November CPI report (including High-Frequency Inflation Indicators).
Data Round-Up: Housing Starts Level Off at 6-Year High
written by Michael Lewis on Tuesday, December 16, 2014
FMI’s review of today’s November Housing Starts results.
Data Round-Up: Manufacturing Firing On All Cyclinders
written by Michael Lewis on Monday, December 15, 2014
FMI’s analysis of today’s November Industrial Production (also attached as PDFs) as well as notes on this morning’s December NY Fed Empire regional manufacturing index.
FMI Weekly Data Preview: December 15-19
written by Michael Lewis on Friday, December 12, 2014
FMI’s Preview of the coming week’s data releases. The highlight of the week will be the FOMC statement on Wednesday, which will be accompanied by the members’ updated quarterly forecast and by Yellen’s news conference.
Data Round-Up: PPI Falls on Gasoline Prices; Bank Lending Picks Up
written by Michael Lewis on Friday, December 12, 2014
FMI’s analyses of today’s November PPI report and November Bank Lending & Money Supply results.
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