michael lewis

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U.S. Tariffs Costs Will Be Borne Primarily by Foreigners

FMI’s commentary on the economic effects -- and potential benefits -- of Trump’s tariffs.

Housing Starts Bounce Back in May, Led by Weather/Midwest

FMI’s analyses of this morning’s May Housing Starts report.

Data Round-Up: Existing Home Sales Continue Their Spring Slump

FMI’s review of this morning’s May Existing Home Sales report.

For Powell Fed, Less Would Be More

FMI’s commentary on how Jay Powell could improve further on his pretty good start as Fed chairman. Unfortunately, we harbor no illusions that these recommendations will be adopted. We offer them as food for thought -- and perhaps a smile -- for a Friday afternoon.

Data Round-Up: New Home Sales Post Surprise Southern Surge in May

FMI’s analysis of today’s May New Home Sales report. Also this morning, the Dallas Fed’s regional Texas Manufacturing Index rose +5 points to a robust 33 in June (company outlook measure); zero is break-even for the survey.

Data Round-Up: May PMI Consistent with Solid Real Growth

FMI’s analyses of today’s May PMI and April Construction reports.

Data Round-Up: Job Openings Now Outnumber Job Seekers

FMI’s review of today’s May Non-Manufacturing Index and April Job Openings & Labor Turnover Survey results.

Data Round-Up: A Solid May Jobs Report on All Fronts

FMI’s analyses of today’s May Employment report.

Data Round-Up: April Retail Sales & Revisions Put Better Tone on 2018 Spending

FMI’s analyses of this morning’s April Retail Sales and March Business Inventories reports, and an updated look at likely GDP revisions for 18Q1 (all three also attached as a single PDF), plus notes on this morning’s the May NY Fed Empire regional manufacturing index and the May NAHB Housing Market index.

Supreme Court Poised to Blast Public Sector Unions

FMI’s commentary on unionization trends in the public and private sectors.

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