FMI
Labor Markets Are Now Clearly Back to 'Normal'
written by Michael Lewis on October 06, 2017
FMI’s chart-based commentary on unemployment.
Data Round-Up: Real Net Exports Likely a Modest Positive for 17Q3 GDP
written by Michael Lewis on October 05, 2017
FMI’s analysis of today’s August International Trade report.
Data Round-Up: NMI, Vehicle Sales Surge in September
written by Michael Lewis on October 04, 2017
FMI’s analysis this morning’s September Non-Manufacturing Index and an updated look at September Vehicle Sales, incorporating the official BEA tally released this morning.
Data Round-Up: PMI Hits 13-Year High; Orders, Employment Robust
written by Michael Lewis on October 02, 2017
FMI’s analyses of today’s September PMI and August Construction reports.
FMI October 2017 Economic & Investment Outlook
written by Michael Lewis on September 29, 2017
FMI's complete October 2017 Economic & Investment Outlook.
Data Round-Up: Regional Surveys Stay Healthy; Real Consumption Likely up +2% in 17Q3
written by Michael Lewis on September 29, 2017
FMI’s analyses of today’s September Chicago Purchasing Managers and other Regional Business Surveys and August Personal Income & Consumption report as well as notes on the process for choosing the next Fed chair.
Data Round-Up: Inventories Perked Up, Goods Exports Firmed in August
written by Michael Lewis on September 28, 2017
FMI’s analyses of today’s August Advance Indicators (Goods-Trade, Retail & Wholesale Inventories) report, Weekly UI Claims & Rail Traffic results, and the Third Report of 17Q2 GDP.
Data Round-Up: Real Equipment Headed for +7.5% Gain in 17Q3
FMI’s analysis of today’s August Durable Goods Orders report.
Data Round-Up: New Home Sales Stall But Price Appreciation Remains Solid; Regional Surveys Firming
written by Michael Lewis on September 26, 2017
FMI’s analyses of today’s August New Home Sales results, July S&P/Case-Shiller Home Price Index and September Conference Board Consumer Confidence Index as well as notes on today’s September Regional Fed Bank indices (Philadelphia non-manufacturing, Richmond manufacturing & services, Dallas services).
Solid Chance for Major Tax Reforms by Year-End
written by Michael Lewis on September 25, 2017
FMI's take on the release of the draft tax reform package from the “Big Six” White House and GOP congressional leaders.
