FMI’s commentary on the economic effects -- and potential benefits -- of Trump’s tariffs.
FMI’s analyses of this morning’s May Housing Starts report.
FMI’s review of this morning’s May Existing Home Sales report.
FMI’s reviews of this morning’s June Philadelphia Fed regional manufacturing survey and the latest Weekly UI Claims & Rail Traffic results
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.
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.
FMI’s review of the latest Weekly UI Claims & Rail Traffic results.
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.