michael lewis

Data Round-Up: PMI at a 14-Year High; Core Inflation Breaching Fed Target

FMI’s analyses of today’s February PMI, January Personal Income & Consumption and January Construction reports plus the latest Weekly UI Claims & Rail Traffic results.

Data Round-Up: Real Equipment Spending Headed for Respectable +5% Gain in 18Q1

FMI’s analyses of today’s January Durable Goods Orders, January Advance Indicators (Goods-trade, wholesale & retail inventories), and December House Prices reports, as well as a review of the Conference Board’s February Consumer Confidence/Jobs Outlook poll.

Data Round-Up: 17Q4 GDP Little Changed at +2.5%; Regional Surveys Remain Very Upbeat

FMI’s analyses of this morning’s Second Report of 17Q4 GDP and February Regional Business Surveys, as well as our Summary of major data released in February and Schedule of major releases in March.

Data Round-Up: New Home Sales Dragged Down by South in January

FMI’s analysis of today’s January New Home Sales report as well as our Preview of the rest of this week’s major data releases.

Minutes Show FOMC Ready to Continue Gradual Hikes

FMI’s commentary on today’s January FOMC Minutes.

Data Round-Up: UI Claims Continue to Show Solid Labor Markets

FMI’s review of today’s Weekly UI Claims & Rail Traffic results.

Data Round-Up: Lean Inventories Depressing Home Sales; Price Gains Stay Brisk

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

Data Round-Up: Housing Starts Rebound Strongly, Trade Inflation at 6+ Year High

FMI’s review of this morning’s January Housing Starts report and January U.S. Dollar and Trade Prices results, plus January Bank Lending & Money Supply data and the latest High-Frequency Inflation Indicators.

Data Round-Up: Soft Retail Sales & Higher Inflation a Double Whammy in January

FMI’s analyses of this morning’s January CPI, January Retail Sales, and December Business Inventories reports as well as an updated look at 17Q4 GDP Sources & Uses and likely revisions in the Second Report of 17Q4 GDP out later this month.

Trump GDP Growth Projections Are High But Not Absurd

FMI’s commentary on the White House budget proposal.