Growth Outlook and Business Cycle

Data Round-Up: Equipment Sector, Vehicles to Add Solidly to 14Q3 GDP

written by Michael Lewis on September 15, 2014

FMI’s analysis of this morning’s August Industrial Production report as well as notes on the September NY Fed Empire regional manufacturing survey.

Data Round-Up: CPI Moderated in August; FOMC Likely to Make Little Change to Guidance

written by Michael Lewis on September 17, 2014

FMI’s analyses of this morning’s August CPI as well as a review of this week’s August PPI results.

Data Round-Up: Claims, Regional Surveys Point to Further Economic Improvement

written by Michael Lewis on September 18, 2014

FMI’s reviews of today’s September Philadelphia Fed Regional Manufacturing survey, the latest Weekly UI Claims & Rail Traffic data and August Housing Starts results.

2nd Quarter GDP, Consumption Worse than 1997

written by Richard Katz on August 13, 2014

The fallbacks in consumption and GDP were both markedly worse this April-June than after the analogous tax hike in 1997.

Japan GDP Plunge Worse than 1997

written by Richard Katz on September 05, 2014

The larger-than-expected plunge in April-June GDP and the disappointing initial economic indicators for July have shown that the underpinnings of Japan’s economic recovery are far weaker and more fragile than the Abe administration, and most economists, had presumed.

A Graphic Presentation of FMI Key Economic Trends

written by Michael Lewis on July 31, 2014

FMI’s end-of-the-month report for July Graphic summary of economic trends.

July 2014 Regional Business Activity Surveys

written by Michael Lewis on July 31, 2014

In July, the Chicago PM index plunged -10 points, its biggest monthly drop since 2008.

July 2014 Employment Preview

written by Michael Lewis on July 31, 2014

FMI’s Preview of July Employment including a review of Weekly UI Claims as well as their analysis of July Chicago Purchasing Managers Index and other Regional Surveys