Growth Outlook and Business Cycle

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Data Round-Up: Mfg Output Surges; Single-Family Housing Starts Continue to Trend Up

FMI’s analyses of this morning’s February Housing Starts, February Industrial Production and January JOLTS reports, and February Bank Lending & Money Supply data

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: Payrolls Post Stunning Job Gains in February

FMI’s analysis of today’s February Employment report as well as notes on the details in President Trump’s tariff announcement.

Data Round Up: Household Net Worth Jumped Another +$2T in 17Q4

FMI’s review of this afternoon’s 17Q4 U.S. Financial Accounts (formerly Flow of Funds) report.

February Employment Preview: Expect +180K Private Jobs Gain

FMI’s Preview of Friday’s February Employment report including a review of latest Weekly Initial UI Claims & Rail Traffic data.

Data Round-Up: NMI Stays Near Cycle-High, Price Pressures Continue to Mount

FMI’s analysis of today’s February Non-Manufacturing Index and our Preview of the rest of this week’s handful of data releases.

Data Round-Up: PMI at a 14-Year High; Core Inflation Breaching Fed Target

FMI’s analyses of today’s February PMI, January Personal Income & Consumption and January Construction reports plus the latest Weekly UI Claims & Rail Traffic results.

Data Round-Up: Real Equipment Spending Headed for Respectable +5% Gain in 18Q1

FMI’s analyses of today’s January Durable Goods Orders, January Advance Indicators (Goods-trade, wholesale & retail inventories), and December House Prices reports, as well as a review of the Conference Board’s February Consumer Confidence/Jobs Outlook poll.

Data Round-Up: 17Q4 GDP Little Changed at +2.5%; Regional Surveys Remain Very Upbeat

FMI’s analyses of this morning’s Second Report of 17Q4 GDP and February Regional Business Surveys, as well as our Summary of major data released in February and Schedule of major releases in March.

Data Round-Up: UI Claims Continue to Show Solid Labor Markets

FMI’s review of today’s Weekly UI Claims & Rail Traffic results.