FMI
FMI December 2017 Economic & Investment Outlook
written by Michael Lewis on December 02, 2017
FMI's complete December 2017 Economic & Investment Outlook.
Data Round-Up: PMI Remains Quite Strong, Construction Picks Up
written by Michael Lewis on December 01, 2017
FMI’s analysis of today’s November PMI and October Construction reports as well as our review of 17Q3 GDP Sources & Assumptions.
Data Round-Up: Real Consumption on Track for Near +3% Gain in 17Q4
written by Michael Lewis on November 30, 2017
FMI’s analyses of today’s October Personal Income & Consumption report, November Chicago Purchasing Managers survey, and Weekly Initial UI Claims & Rail Traffic data, along with our Summary of major data released in November.
Data Round-Up: Real GDP Revised Up for 17Q3, Healthier I/S Mix to Boost 17Q4
written by Michael Lewis on November 29, 2017
FMI’s analysis of this morning’s Second Report of 17Q3 GDP
Data Round-Up: Goods Trade, Wholesale Inventories Off to Sluggish Start for 17Q4
written by Michael Lewis on November 28, 2017
FMI’s analyses of today’s October Advance Indicators (Goods-trade, wholesale & retail inventories), September S&P/Case-Shiller Home Price Index and November Conference Board Consumer Confidence reports (all three attached as a single PDF) plus notes on this morning’s Richmond & Dallas Fed Bank Regional Surveys.
Data Round-Up: New Home Sales Hit New Cycle High
written by Michael Lewis on November 27, 2017
FMI’s analyses of today’s October New Home Sales results
Data Round-Up: Existing Home Sales Beat Expectations in October
written by Michael Lewis on November 21, 2017
FMI’s review of this morning’s October Existing Home Sales report.
Data Round-Up: Housing Starts Surge, Led by Multi-Family Units & Hurricane Replacements
written by Michael Lewis on November 17, 2017
FMI’s review of this morning’s October Housing Starts report and October Bank Lending & Money Supply results.
Data Round-Up: Mfg Output Posts Strong Gain, Fed Surveys Show Solid Uptrend
written by Michael Lewis on November 16, 2017
FMI’s analyses of this morning’s November Philadelphia Fed Manufacturing Index, October Industrial Production report, October U.S. Dollar and Trade Prices results, and the latest Weekly UI Claims and Rail Traffic results.
Data Round-Up: Core Inflation Picking Up; 17Q4 Real Consumption on Track for Near +3% Gain
written by Michael Lewis on November 15, 2017
FMI’s analyses of this morning’s October CPI, October Retail Sales and September Business Inventories reports, as well as an updated look at 17Q3 GDP Sources & Assumptions
