michael lewis
Puerto Rico Migration Having Only Modest Impact on U.S. Jobs
FMI’s commentary on the effects of post-Maria migration from Puerto Rico on the U.S. labor market.
Trillion-Dollar Federal Deficits Are Best-Case Scenario Going Forward
FMI’s commentary on Trump fiscal and trade policy.
Data Round-Up: Mfg Output Surges; Single-Family Housing Starts Continue to Trend Up
FMI’s analyses of this morning’s February Housing Starts, February Industrial Production and January JOLTS reports, and February Bank Lending & Money Supply data
Data Round-Up: Soft Retail Sales a Pause, Not a Problem
FMI’s analyses of this morning’s February Retail Sales, January Business Inventories, and February PPI reports.
Data Round-Up: Core CPI Continues to Show Upward Pressures; NFIB Near 45-Year High
FMI’s analyses of this morning’s February CPI including recent high-frequency price data, the February Small Business Optimism Index and the 18Q2 Manpower Employment Index.
Million-Jobs Surge in Household Survey Nice, But No Signal
FMI’s commentary on the spike in February household survey jobs.
Data Round Up: Household Net Worth Jumped Another +$2T in 17Q4
FMI’s review of this afternoon’s 17Q4 U.S. Financial Accounts (formerly Flow of Funds) report.
February Employment Preview: Expect +180K Private Jobs Gain
FMI’s Preview of Friday’s February Employment report including a review of latest Weekly Initial UI Claims & Rail Traffic data.
Trump Tariffs Pose Little Threat to U.S. Macro Economy, Some Opportunity
FMI’s commentary on the Trump tariffs.
Data Round-Up: U.S. Exports, Imports Retrench in January; Trade Likely a Moderate Negative for 18Q1 GDP
FMI’s analyses of this morning’s January International Trade and 17Q4 Revised Productivity & Labor Costs reports.