‘Q1 Curse’ More than a Fluke, But Does Not Change Upbeat Trend
FMI’s Commentary on residual seasonal patterns in GDP and the “Q1 Curse.”
GDP Risks Contraction in Jan.-March, Part 1
Richard analyzes the reason behind Japan's GDP may contract in Jan-March based on the February data.
Data Round-Up: 14Q4 GDP Shows Continued Strong Real Consumption & Income, Better I/S Ratio
FMI’s analysis of this morning’s Third Report of 14Q4 GDP.
Data Round-Up: Improved 14Q4 I/S Ratio Bodes Well for Early 2015 Real GDP
FMI’s analyses of this morning’s Second Report of 14Q4 GDP and the February Chicago Purchasing Managers Index and other Regional Surveys.
GDP Disappoints Again in 4th Quarter, Part 1
Japan’s economy limped out of recession with October-December GDP growth at a 2% annual rate, half of the expected growth
Data Round-Up: Robust Real Consumption Bodes Well; Wage Pressures Rising
FMI’s analyses of this morning’s Advance Report of 14Q4 GDP, the January Chicago Purchasing Managers Index and other Regional Surveys and the 14Q4 Employment Cost Index.
‘Hot Streak’ Continues: Expect +3% GDP in 14Q4 & Beyond
FMI’s Preview of 14Q4 GDP and commentary on the impact of lower oil prices.
Data Round-Up: Real Consumption on Track for Strong 4.5% in 14Q4
FMI’s analyses of this morning’s Third Report of 14Q3 GDP, November Durable Goods and Personal Income & Consumption reports (all three also attached as a single PDF) plus notes on November New Home Sales and the December Richmond Fed Manufacturing and Philadelphia Fed Non-Manufacturing regional surveys.
Data Round-Up: 14Q3 Goods Consumption, Equipment Revised Up; Home Prices Still Healthy
FMI’s analyses of this morning’s Second Report of 14Q3 GDP and September Home Prices as well as notes on today's November Conference Board consumer confidence poll.