michael lewis
Data Round-Up: Real Consumption on Track for Strong 4.5% in 14Q4
written by Michael Lewis on December 23, 2014
FMI’s analyses of this morning’s Third Report of 14Q3 GDP, November Durable Goods and Personal Income & Consumption reports (all three also attached as a single PDF) plus notes on November New Home Sales and the December Richmond Fed Manufacturing and Philadelphia Fed Non-Manufacturing regional surveys.
FOMC Now ‘Patient’ -- 1st Rate Hike Still Likely Mid-2015
written by Michael Lewis on December 17, 2014
FMI’s commentary on today’s FOMC post-meeting statement, updated quarterly forecasts and Yellen news conference..
Data Round-Up: Energy/Oil Leads CPI Decline, Should Not Change Fed's Rate Hike Timetable
written by Michael Lewis on December 17, 2014
FMI’s analyses of today’s November CPI report (including High-Frequency Inflation Indicators).
Data Round-Up: Housing Starts Level Off at 6-Year High
written by Michael Lewis on December 16, 2014
FMI’s review of today’s November Housing Starts results.
Data Round-Up: Manufacturing Firing On All Cyclinders
written by Michael Lewis on December 15, 2014
FMI’s analysis of today’s November Industrial Production (also attached as PDFs) as well as notes on this morning’s December NY Fed Empire regional manufacturing index.
FMI Weekly Data Preview: December 15-19
written by Michael Lewis on December 12, 2014
FMI’s Preview of the coming week’s data releases. The highlight of the week will be the FOMC statement on Wednesday, which will be accompanied by the members’ updated quarterly forecast and by Yellen’s news conference.
Data Round-Up: PPI Falls on Gasoline Prices; Bank Lending Picks Up
written by Michael Lewis on December 12, 2014
FMI’s analyses of today’s November PPI report and November Bank Lending & Money Supply results.
Data Round-Up II: Household Net Worth Stalled in 14Q3
written by Michael Lewis on December 11, 2014
FMI’s analysis of today’s 14Q3 US Financial Accounts (formerly known as Flow of Funds) data.
Data Round-Up: Real Consumption on Track for +3.5% Gain in 14Q4
written by Michael Lewis on December 11, 2014
FMI’s analyses of today’s November Retail Sales, October Business Inventories, and November Import-Export Prices reports as well as the latest Weekly UI Claims & Rail Traffic results.
Fed Officials Hint ‘Considerable Time’ Rhetoric Ends Next Week
written by Michael Lewis on December 09, 2014
FMI’s commentary on today’s WSJ story and signs that the FOMC is preparing drop its pledge to delay hiking rates for a “considerable time” pledge.
