Industry
Data Round-Up: New Home Sales Post Surprise Southern Surge in May
written by Michael Lewis on June 25, 2018
FMI’s analysis of today’s May New Home Sales report. Also this morning, the Dallas Fed’s regional Texas Manufacturing Index rose +5 points to a robust 33 in June (company outlook measure); zero is break-even for the survey.
Data Round-Up: U.S. Goods Exports Off to Good Start for 18Q2
written by Michael Lewis on May 30, 2018
FMI’s analyses of today’s April Advance Indicators (Goods-trade, wholesale & retail inventories) results and the Second Report of 18Q1 GDP.
Data Round-Up: Existing Home Sales Remain Lackluster; UI Claims Still Very Healthy
written by Michael Lewis on May 24, 2018
FMI’s review of this morning’s April Existing Home Sales report and the latest Weekly UI Claims & Rail Traffic data.
Data Round-Up: Real Equipment Spending Likely to 'Pause' in 18Q2 -- Up Less than +2%
written by Michael Lewis on May 25, 2018
FMI’s analysis of today’s April Durable Goods Orders report.
Data Round-Up: New Home Sales Lackluster in April, Trend Still Improving
written by Michael Lewis on May 23, 2018
FMI’s analysis of today’s April New Home Sales report.
Data Round-Up: Housing Starts Continue to Trend Up; Revisions Blunt Mfg Gain
written by Michael Lewis on May 16, 2018
FMI’s review of this morning’s April Housing Starts and April Industrial Production reports.
Surging U.S. Oil Output Will Blunt Impact of Higher Crude Oil Prices
written by Michael Lewis on May 16, 2018
FMI’s commentary on high oil prices and their effects -- positive and negative -- on the U.S. economy.
Data Round-Up: April Retail Sales & Revisions Put Better Tone on 2018 Spending
written by Michael Lewis on May 15, 2018
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.
Supreme Court Poised to Blast Public Sector Unions
written by Michael Lewis on May 04, 2018
FMI’s commentary on unionization trends in the public and private sectors.
After March Spurt, April Vehicle Sales Decelerate to OK Trend
written by Michael Lewis on May 02, 2018
FMI’s analysis of April Vehicle Sales based on the complete count released by the Bureau of Economic Analysis this morning (which includes the unpublished GM totals).
