FMI’s analyses of this morning’s July International Trade report and August Vehicle Sales.
FMI’s analyses of today’s July Advance Indicators (Goods-trade, wholesale & retail inventories), June Case-Shiller Home Price Index, and August Conference Board Consumer Confidence reports as well as a review of today’s August Regional Fed Bank surveys.
FMI’s review of December U.S. Dollar and Trade Prices results.
FMI’s analyses of today’s March International Trade report and 17Q1 Productivity & Labor Costs reports.
FMI’s Friday commentary on the poor track record of federal infrastructure projects for, um, making tracks, highways, etc, plus notes on increased exports and imports for March, as well as our overview of upcoming elections in the UK and France.
FMI’s analyses of today’s February International Trade report and March Vehicle Sales.
In his latest alert, Richard reports that Trump’s dilemma is that voters won’t like consequences of what they asked for: withdrawal from NAFTA and high tariffs against China would cause enormous dislocation for firms producing in the US; 40% of all US imports from Mexico consists of US content embodied in Mexican goods and the blue states that Trump turned red in this election, some by very thin margins, are very dependent on both exports to NAFTA and China, and imports from them.
FMI’s analyses of this morning’s August International Trade results and September Non-Manufacturing Index