michael lewis

Data Round-Up: Real Consumption Still on Track for +2.9% Gain in 17Q4

FMI’s analyses of this morning’s November Retail Sales and October Business Inventories reports, plus Weekly UI Claims & Rail Traffic and November U.S. Dollar and Trade Prices results.

FOMC Points to Three More Rate Hikes in 2018 & in 2019

FMI’s commentary on today’s FOMC post-meeting statement and Janet Yellen final news conference.

Data Round-Up: Despite Modest Core CPI, FOMC Set to Hike Rates Today

FMI’s analysis of this morning’s November CPI report.

Data Round-Up: Small Business Optimism Surges, PPI Exceeds Expectations

FMI’s analyses of today’s November NFIB Small Business Optimism Index and November PPI results (including a review of recent high-frequency inflation indicators)

Data Round Up: Household Net Worth Rose by +$1.7T in 17Q3

FMI’s review of today’s 17Q3 U.S. Financial Accounts (formerly Flow of Funds) report.

Data Round-Up: Expect +200K Private Jobs Added in November

FMI’s Preview of Friday’s November Employment report as well as our review of the latest Weekly Initial UI Claims & Rail Traffic data.

Data Round-Up: Productivity Growth Holds at +3% for 17Q3

FMI’s review of this morning’s Revised 17Q3 Productivity & Labor Costs data.

Data Round-Up: Imports Surge in October, NMI Remains Very Healthy in November

FMI’s analysis this morning’s October International Trade report and November Non-Manufacturing Index.

Final Tax Reform Will Mostly Reflect Senate Version

FMI’s commentary on the House-Senate Conference Committee on tax reform.

Data Round-Up: With Hurricane Tailwind Over, Vehicle Sales Were Decent in November

FMI’s review of this morning’s official November Vehicle Sales totals and our Preview of the rest of this week's major data.