Latest Podcasts & Reports

Latest Podcasts & Reports

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Data Round-Up: Existing Home Sales Stay on So-So Course in 18Q1

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

Data Round-Up: New Home Sales & Prices Show Healthy Housing Sector

FMI’s analyses of today’s March Home Sales, February S&P/Case-Shiller Home Price Index and April Conference Board Consumer Confidence reports (all three also attached as a single PDF) plus notes on this morning’s Fed Bank Regional Surveys (Richmond manufacturing & services and Philadelphia Fed non-manufacturing).

Data Round-Up: Fed Bank Surveys Retrench, But Still Show Healthy Expansion

FMI’s reviews of today’s April Philadelphia Fed Regional Manufacturing Survey and the latest Weekly UI Claims & Rail Traffic results.

Data Round-Up: Retail Sales Break Slump; Real Consumption Likely Rose +1.25% in 18Q1

FMI’s analyses of this morning’s March Retail Sales and February Business Inventories reports, plus notes on this morning’s April NY Fed Empire regional manufacturing index and the National Association of Home Builders April Housing Market index.

Jobs Shortfall in March Reflected Shifts in the Weather

FMI’s commentary on the March “shortfall” in payroll jobs and its likely cause.

Data Round-Up: Strong JOLTS Show Labor Market Still Quite Healthy

FMI’s review of today’s February JOLTS report and March Bank Lending & Money Supply results.

Data Round-Up: Core CPI Continues to Trend Higher

FMI’s analysis of this morning’s March CPI.

China Is Bluffing on U.S. Tariffs, and Trump Knows It

FMI’s commentary on Trump’s trade clash with China and feud with Amazon, plus a note on the implications of San Francisco Fed president John Williams’ move to the NY Fed.

Data Round-Up: U.S. Exports & Imports Set New Records; Trade Likely cut -0.75% from 18Q1 GDP

FMI’s analyses of this morning’s February International Trade report.

Data Round-Up: NMI Hit Record High in 18Q1; Vehicle Sales Accelerated in March

FMI’s analyses of today’s March Non-Manufacturing Index and March Vehicle Sales.