michael lewis


FMI Weekly Data Preview: January 2-5

FMI’s Preview of this week's major data releases, plus our Summary of data released in December and the Schedule of major data reports in January.

FMI January 2018 Economic & Investment Outlook

FMI's complete January 2018 Economic & Investment Outlook (as usual amid the holidays, we present an abbreviated forecast).

Data Round-Up: A 'Festivus' for the Rest of Us

FMI’s analyses of today’s November Advance Indicators (Goods-trade, wholesale & retail inventories), December Chicago Purchasing Managers Index and the latest Weekly UI Claims & Rail Traffic results.

Data Round-Up: Public View of Labor Market Remains Upbeat

FMI’s review of today’s December Conference Board Consumer Confidence survey including the Jobs-Plentiful-Less-Jobs-Hard-to-Get measure.

Data Round-Up: Home Prices the Gift that Keeps on Giving

FMI’s review of October S&P/Case-Shiller Home Price Index and our Preview of the rest of this holiday week's data releases as well as notes on this morning's December Richmond and Dallas Fed regional surveys.

Data Round-Up: Equipment Spending & Consumption Picking Up in 17Q4

FMI’s analyses of today’s November Durable Goods Orders, Personal Income & Consumption and New Home Sales reports.

Tax Cuts to Boost After-Tax Income by +1.5%, on Average

FMI’s Commentary on what appears to be the final version of tax reform headed for approval this week.

Data Round-Up: Housing Starts Surprise to Upside Again; South Rises Again

FMI’s review of this morning’s November Housing Starts report.

FMI Weekly Data Preview: December 18-22

FMI’s Preview of this week's major data releases.

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

FMI’s analyses of this morning’s November Industrial Production report and November Bank Lending & Money Supply results.

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