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Latest Reports

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Data Round-Up: New Home Sales Disappoint, Again

FMI’s analysis of today’s July New Home Sales report and the latest Weekly UI Claims & Rail Traffic results.

The Yield Curve: It Really Is Different This Time

FMI’s commentary on the yield curve.

Data Round-Up: Small Business Optimism Remains Strong, No Fear of 'Trade Wars'

FMI’s review of today’s July NFIB Small Business Optimism Index and July U.S. Dollar and Trade Prices results.

Data Round-Up - Part 1: Discretionary Retail Sales Surge in July

FMI’s analyses of this morning’s July Retail Sales report, as well as our notes on this morning’s August NY Fed Empire Regional Manufacturing Index.

Data Round-Up-Part 2: 18Q2 Real GDP Should Stay Near +4% in Second Report

FMI’s analyses of the rest of this morning’s crush of data: June Business Inventories, and July Industrial Production and 18Q2 Productivity & Labor Costs reports, as well as our updated look at GDP Revisions for the Second Report of 18Q2.

Data Round-Up: Housing Starts Disappoint Again, Philly Fed Sends Mixed (But Still Upbeat) Message

FMI’s review of this morning’s July Housing Starts and August Philadelphia Fed Regional Manufacturing Index reports, as well as the latest Weekly UI Claims & Rail Traffic results.

Data Round-Up: PPI Moderated in July, Trends Still Well Above Target

FMI’s analyses of this morning’s July PPI report including a review of recent High-Frequency Inflation Indicators, the latest Weekly Initial UI Claims & Rail Traffic results, and our review of and a look at 18Q2 GDP Component Revisions to Date including today’s June Wholesale Inventories report.

Age Mix of the Workforce Is Not Holding Down Wages

FMI’s commentary on the effects on demographics shifts in employment on average wages.

Data Round-Up: More Job Openings than Unemployed People for Fourth Month

FMI’s review of today’s June JOLTS results.

Home Price Appreciation Will Moderate, But Not Yet

FMI’s commentary on the home price trend.