michael lewis
The U.S. Dollar and International Economic Conditions
written by Michael Lewis on March 27, 2015
FMI’s end-of-the-month summaries for the U.S. Dollar and International Economic Conditions.
Data Round-Up: Improved 14Q4 I/S Ratio Bodes Well for Early 2015 Real GDP
written by Michael Lewis on February 27, 2015
FMI’s analyses of this morning’s Second Report of 14Q4 GDP and the February Chicago Purchasing Managers Index and other Regional Surveys.
Data Round-Up: Home Prices, Housing Fundamentals Remain Upbeat
written by Michael Lewis on February 25, 2015
FMI’s housing round-up of this morning’s January New Home Sales, December S&P/Case-Shiller Home Prices data and 14Q4 Mortgage Delinquency results.
Yellen Stays on Course for Mid-Year Rate Hikes
written by Michael Lewis on February 24, 2015
FMI’s commentary on Janet Yellen’s Congressional testimony today.
Data Round-Up: Home Price Trend, Services Indices Look Upbeat
written by Michael Lewis on February 24, 2015
FMI’s notes on this morning’s December S&P/Case-Shiller Home Prices data, February Conference Board Consumer Confidence Poll, and February Fed Bank Regional Services Surveys (from Philadelphia, Richmond and Dallas as well as the Richmond’s manufacturing survey).
Markets Are Underestimating Fed Resolve to Raise Rates
written by Michael Lewis on February 20, 2015
FMI’s commentary on gap between the FOMC “dot plot” and fed futures expectations for the funds target rate.
Fed Minutes: Yellen Still Headed for Mid-2015 Rate Hike
written by Michael Lewis on February 18, 2015
FMI’s commentary on the January FOMC minutes released this afternoon.
Data Round-Up: Mfg Trend Still Healthy; Inflation Readings Won't Stay Fed's Hand
written by Michael Lewis on February 18, 2015
FMI’s analyses of today’s January Industrial Production, Housing Starts and PPI data.
FMI Weekly Data Preview: February 16-20
written by Michael Lewis on February 16, 2015
FMI’s Preview of the mostly second-tier data releases in this holiday-shortened week.
State & Local Outlook Continues to Firm Near-Term
written by Michael Lewis on February 13, 2015
FMI’s commentary on the key fiscal debates in 2015.
