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Latest Reports

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May 2018 Durable Goods Orders

FMI’s analyses of today’s May Durable Goods Orders

U.S. Tariffs Costs Will Be Borne Primarily by Foreigners

FMI’s commentary on the economic effects -- and potential benefits -- of Trump’s tariffs.

Housing Starts Bounce Back in May, Led by Weather/Midwest

FMI’s analyses of this morning’s May Housing Starts report.

Data Round-Up: Existing Home Sales Continue Their Spring Slump

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

Data Round-Up: Manufacturing Surveys Show Solid Results for 18Q2 & Beyond

FMI’s reviews of this morning’s June Philadelphia Fed regional manufacturing survey and the latest Weekly UI Claims & Rail Traffic results

For Powell Fed, Less Would Be More

FMI’s commentary on how Jay Powell could improve further on his pretty good start as Fed chairman. Unfortunately, we harbor no illusions that these recommendations will be adopted. We offer them as food for thought -- and perhaps a smile -- for a Friday afternoon.

Data Round-Up: New Home Sales Post Surprise Southern Surge in May

FMI’s analysis of today’s May New Home Sales report. Also this morning, the Dallas Fed’s regional Texas Manufacturing Index rose +5 points to a robust 33 in June (company outlook measure); zero is break-even for the survey.

Data Round-Up: UI Claims Continue Near Record-Lows

FMI’s review of the latest Weekly UI Claims & Rail Traffic results.

Data Round-Up: U.S. Exports Continue Trending Up, Trade a Solid Positive for 18Q2

FMI’s analyses of this morning’s April International Trade report and revised 18Q1 Productivity & Labor Costs results, as well as a review of Vehicle Sales and Production.

Data Round-Up: May PMI Consistent with Solid Real Growth

FMI’s analyses of today’s May PMI and April Construction reports.

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