FMI’s commentary on the implications of the convergence of the falling unemployment rate and rising inflation rate.
FMI’s analysis of this morning’s Advance Report of 18Q3 GDP.
FMI’s review of this morning’s September Existing Home Sales report.
FMI’s review of this morning’s September Housing Starts report.
FMI’s review of this morning’s October Philadelphia Fed regional manufacturing survey and the latest Weekly UI Claims & Rail Traffic results.
FMI’s commentary on the macroeconomic impacts, or lack thereof, from Hurricane Michael.
FMI’s analyses of this morning’s September Retail Sales and August Business Inventories reports, plus notes on this morning’s the October NY Fed Empire regional manufacturing index.
FMI’s review of today’s September PPI report, including a round-up of recent high-frequency inflation indicators.