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Data Round-Up: Real Consumption on Track for +3.5% Growth in 18Q3

FMI’s analyses of today’s August Personal Income & Consumption report and September Chicago Purchasing Managers Index, as well as our Summary of major data released in September and Schedule of major data reports in October.

Data Round-Up: Even with Lackluster August Retail, Real Consumption Likely Up +3.5% in 18Q3

FMI’s analyses of this morning’s August Retail Sales, July Business Inventories, and August Industrial Production reports as well as our reviews of August Bank Lending & Money Supply data and August U.S. Dollar and Trade Prices results.

Data Round-Up - Part 1: Discretionary Retail Sales Surge in July

FMI’s analyses of this morning’s July Retail Sales report, as well as our notes on this morning’s August NY Fed Empire Regional Manufacturing Index.

Data Round-Up-Part 2: 18Q2 Real GDP Should Stay Near +4% in Second Report

FMI’s analyses of the rest of this morning’s crush of data: June Business Inventories, and July Industrial Production and 18Q2 Productivity & Labor Costs reports, as well as our updated look at GDP Revisions for the Second Report of 18Q2.

Data Round-Up: Real Consumption Likely Rose +3.25% in 18Q2

FMI’s analyses of this morning’s June Retail Sales and May Business Inventories reports

Data Round-Up: April Retail Sales & Revisions Put Better Tone on 2018 Spending

FMI’s analyses of this morning’s April Retail Sales and March Business Inventories reports, and an updated look at likely GDP revisions for 18Q1 (all three also attached as a single PDF), plus notes on this morning’s the May NY Fed Empire regional manufacturing index and the May NAHB Housing Market index.

Data Round-Up: Retail Sales Break Slump; Real Consumption Likely Rose +1.25% in 18Q1

FMI’s analyses of this morning’s March Retail Sales and February Business Inventories reports, plus notes on this morning’s April NY Fed Empire regional manufacturing index and the National Association of Home Builders April Housing Market index.

Data Round-Up: Soft Retail Sales a Pause, Not a Problem

FMI’s analyses of this morning’s February Retail Sales, January Business Inventories, and February PPI reports.

Data Round-Up: Soft Retail Sales & Higher Inflation a Double Whammy in January

FMI’s analyses of this morning’s January CPI, January Retail Sales, and December Business Inventories reports as well as an updated look at 17Q4 GDP Sources & Uses and likely revisions in the Second Report of 17Q4 GDP out later this month.