michael lewis

Data Round-Up: Chicago and Other Regional Surveys Show Solid Start to 2018

FMI’s analysis of today’s January Chicago Purchasing Managers Index and other regional business surveys, as well as our Summary of major data released in January and Schedule of major data reports in February.

Data Round-Up: Home Prices Continue to Rise at Brisk Pace

FMI’s review of November S&P/Case-Shiller Home Price Index and January Conference Board Consumer Confidence, featuring Jobs Plentiful/Jobs Hard to Get data.

Data Round-Up: 17Q4 Growth Falls a Bit Short, Favorable I/S Ratio Points to Better Early 2018

FMI’s analyses of today’s Advance Report of 17Q4 GDP, December Durable Goods Orders and December Advance Indicators (Goods-trade, wholesale & retail inventories) results.

Data Round-Up: Real Consumption Positioned for Another Solid Gain in 18Q1

FMI’s analysis of today’s December Personal Income & Consumption report and our Preview of the rest of this week’s major data releases.

Data Round-Up: December Housing Starts Disappoint, Mainly Due to Weather

FMI’s review of this morning’s December Housing Starts and January Philadelphia Fed Regional Manufacturing Index reports, as well as the latest Weekly UI Claims & Rail Traffic results.

Government ‘Shutdown’ Poses No Threat to Economy

FMI’s commentary on the economic impacts, or lack thereof, of a government shutdown.

Data Round-Up: Mfg Trend Still Firming, Utilization at Cycle High

FMI’s analysis of this morning’s December Industrial Production report (also attached as a PDF) plus our reviews of this morning's January NY Fed’s Business Leaders Survey, a regional services measure, and the January NAHB Housing Index.

FMI Weekly Data Preview: January 16-19

FMI’s Preview of the few data releases in this holiday-shortened week.

Data Round-Up: Real Consumption Likely Grew a Solid +3.75% in 17Q4

FMI’s analyses of this morning’s December Retail Sales, November Business Inventories and December CPI reports, plus December Bank Lending & Money Supply results.

Data Round-Up: Even with Soft Finish, 2017 PPI Increase Was Highest Since 2011

FMI’s reviews of today’s December PPI report (including a review of recent high-frequency inflation indicators) as well as Weekly UI Claims & Rail Traffic results.