michael lewis

The U.S. Dollar and International Economic Conditions

written by Michael Lewis on January 30, 2015

FMI's analysis on end-of-month international economic data.

Data Round-Up: Robust Real Consumption Bodes Well; Wage Pressures Rising

written by Michael Lewis on January 30, 2015

FMI’s analyses of this morning’s Advance Report of 14Q4 GDP, the January Chicago Purchasing Managers Index and other Regional Surveys and the 14Q4 Employment Cost Index.

Data Round-Up: Initial UI Claims Trend Falls Back Below 300K

written by Michael Lewis on January 29, 2015

FMI’s review of the latest Weekly UI Claims & Rail Traffic data.

FOMC Stays on Course for Mid-Year Rate Hike

written by Michael Lewis on January 28, 2015

FMI’s commentary on today’s FOMC post-meeting statement.

‘Hot Streak’ Continues: Expect +3% GDP in 14Q4 & Beyond

written by Michael Lewis on January 28, 2015

FMI’s Preview of 14Q4 GDP and commentary on the impact of lower oil prices.

Slower Household Formation Driven by Demographics

written by Michael Lewis on January 21, 2015

FMI’s commentary on the moderation in the rate of household formation.

Data Round-Up: Housing Starts Perk up in 14Q4, Boding Well for 2015

written by Michael Lewis on January 21, 2015

FMI’s review of today’s December Housing Starts results.

Data Round-Up: Mixed Regionals Point to Moderate Growth; Core PPI Higher than Expected

written by Michael Lewis on January 15, 2015

FMI’s analyses of today’s January Philadelphia Fed and NY Fed Empire Regional Manufacturing surveys, the December PPI, and the latest Weekly UI Claims & Rail Traffic data.