FMI
BLS Birth-Death Payroll Model 99.9% Correct, as Usual
written by Michael Lewis on September 08, 2017
FMI’s commentary on the BLS Payroll Birth-Death Model.
Data Round-Up: Harvey Blows Up Initial UI Claims; Fischer to Resign
written by Michael Lewis on September 07, 2017
FMI’s analysis of this morning’s Weekly UI Claims results and the Revised 17Q2 Productivity & Labor Costs report as well as notes on this morning's 17Q2 Quarterly Services Survey and today's Mario Draghi press conference.
Data Round-Up: With Harvey & Irma Looming, Trade Looks Like Small Positive for 17Q3 GDP
written by Michael Lewis on September 06, 2017
FMI’s analysis of today’s August Non-Manufacturing Index and July International Trade reports as well as notes on this morning’s preliminary estimate of the 2017 payroll benchmark.
Data Round-Up: Vehicle Sales Barely Clear 16mm Units, Ex-Harvey Results Still Drab
FMI’s review of August Vehicle Sales and our Preview of the rest of this week’s few data releases.
Data Round-Up: Harvey to Dampen 17Q3 Consumption, Little Net Impact on 2017-H2
written by Michael Lewis on August 31, 2017
FMI’s analyses of today’s July Personal Income & Consumption report and August Chicago Purchasing Managers and other Regional Business Surveys, as well as our Summary of major data released in August and a Schedule of key data releases in September.
FMI August Employment Preview: Expect +190K Private Jobs Added
written by Michael Lewis on August 31, 2017
FMI’s Preview of tomorrow's August Employment report, including our review of the latest Weekly UI Claims & Rail Traffic results.
Data Round-Up: Real Growth Rose +3.0% in 17Q2, Outlook Good for Rest of Year
written by Michael Lewis on August 30, 2017
FMI’s analysis of today’s Second Report of 17Q2 GDP.
Data Round-Up: Home Price Appreciation Remains Strong; 'Jobs Plentiful' Readings Hits 16-Year High
written by Michael Lewis on August 29, 2017
FMI’s analyses of today’s June S&P/Case-Shiller Home Price Index and August Conference Board Consumer Confidence Index.
Harvey Should Have Only Modest Macro Impact
written by Michael Lewis on August 28, 2017
FMI’s commentary on the likely macroeconomic impacts of Hurricane Harvey.
Data Round-Up: Trade, Inventories Soft in July; Harvey Impact Should Be Short-Lived
written by Michael Lewis on August 28, 2017
FMI’s analyses of today’s July Advance Indicators (Goods-Trade, Retail & Wholesale Inventories) report and our Preview of the rest of this week’s notable data releases
