Archive
Archive
Data Round-Up II: Household Net Worth Stalled in 14Q3
written by Michael Lewis on Thursday, December 11, 2014
FMI’s analysis of today’s 14Q3 US Financial Accounts (formerly known as Flow of Funds) data.
Data Round-Up: Real Consumption on Track for +3.5% Gain in 14Q4
written by Michael Lewis on Thursday, December 11, 2014
FMI’s analyses of today’s November Retail Sales, October Business Inventories, and November Import-Export Prices reports as well as the latest Weekly UI Claims & Rail Traffic results.
Fed Officials Hint ‘Considerable Time’ Rhetoric Ends Next Week
written by Michael Lewis on Tuesday, December 9, 2014
FMI’s commentary on today’s WSJ story and signs that the FOMC is preparing drop its pledge to delay hiking rates for a “considerable time” pledge.
Data Round-Up: NFIB, JOLTs, Manpower Underscore Improving Labor Markets
written by Michael Lewis on Tuesday, December 9, 2014
FMI’s analyses of today’s November NFIB Small Business Optimism Index, October JOLTS data and the 15Q1 Manpower Employment Index.
FMI Weekly Data Preview: December 8-12
written by Michael Lewis on Monday, December 8, 2014
FMI’s Preview of this week’s notable data releases. The highlight will be Thursday’s November Retail Sales report. Unit vehicle sales rose to near a cycle-high in November. Though some retailers expressed disappointment over Black Friday traffic, chain-store sales for the month were respectable.
FMI Weekly Data Preview: December 8-12
written by Michael Lewis on Monday, December 8, 2014
FMI’s Preview of this week’s notable data releases. The highlight will be Thursday’s November Retail Sales report. Unit vehicle sales rose to near a cycle-high in November. Though some retailers expressed disappointment over Black Friday traffic, chain-store sales for the month were respectable.
Tax Delay the Right Move
written by Richard Katz on Saturday, December 6, 2014
Richard analyzes why Abe's delay on consumption tax hike is the right move to the Japanese economy.
TOE Alert: LDP Predicted tO Win 300 or More Seats
written by Richard Katz on Thursday, December 4, 2014
The Liberal Democratic Party (LDP) is currently on a trajectory to win 300 or more seats in the Dec. 14 Lower House election, according to polls in Nikkei, Asahi, Kyodo and Yomiuri, all based on tens of thousands of phone calls.
TOE Alert: Real Wages Drop 16th Month in a Row
written by Richard Katz on Tuesday, December 2, 2014
For the 16th month in a row, real wages for workers were below year-earlier levels.
Data Round-Up: By Far, the Strongest Payroll Jobs Report of the Cycle
written by Michael Lewis on Friday, December 5, 2014
FMI’s analyses of this morning’s November Employment report and October International Trade results.
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