Growth Outlook and Business Cycle
FMI’s commentary on the changing implications for some venerable data series.
FMI’s analysis of today’s April Durable Goods Orders report.
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.
FMI’s analysis of this morning’s April CPI report plus our review of the latest Weekly UI Claims & Rail Traffic results.
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Vehicle Sales based on the complete count released by the Bureau of Economic Analysis this morning (which includes the unpublished GM totals).
FMI’s analyses of today’s March Personal Income & Consumption and April Chicago Purchasing Managers Index reports.
FMI’s analysis of today’s March Durable Goods Orders and March Advance Indicators (international trade-goods, wholesale & retail inventories) reports, plus the latest Weekly UI Claims results.
FMI’s review of this morning’s March Existing Home Sales report.
FMI’s commentary on the March “shortfall” in payroll jobs and its likely cause.