International Trade and Investment

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Data Round-Up: U.S. Non-Farm Exports Tick Up; NMI Headed for Record Quarter

FMI’s analyses of this morning’s October International Trade and November Non-Manufacturing Index reports.

Tariff Drag on U.S. Should Be Much Less Than Expected

FMI’s commentary on the economic impacts from President Trump’s tariffs and retaliatory measures by trading partners.

Data Round-Up: Core Import Prices Continue to Moderate

FMI’s reviews of today’s September U.S. Dollar and Trade Prices data and September Bank Lending & Money Supply results.

Data Round-Up: Trade Pendulum Swings, to Cut -1% from 18Q3 GDP

FMI’s analyses of this morning’s July International Trade report and August Vehicle Sales.

Trump Tariff ‘Wars’ Having Minimal Economic Impact in U.S.

FMI’s commentary on the fears and realities about the Trump tariffs.

Data Round-Up: Trade Will Be a Drag on 18Q3 GDP, Offset by Inventory Build

FMI’s analyses of today’s July Advance Indicators (Goods-trade, wholesale & retail inventories), June Case-Shiller Home Price Index, and August Conference Board Consumer Confidence reports as well as a review of today’s August Regional Fed Bank surveys.

Data Round-Up: Private Payroll Jobs Gains, U.S. Exports Remain Quite Strong

FMI’s analyses of today’s June Employment and May International Trade reports.

Supplier Bottlenecks Reflect Strong Growth, Not Trade Panic

FMI’s commentary on supplier delivery bottlenecks and potential distortions from new tariffs.

Data Round-Up: Imports Inflation Moderated in June; C&I Lending Picks Up

FMI’s review of June U.S. Dollar and Trade Prices and June Bank Lending & Money Supply results.

The Trump 'Trade Wars' Timelines

FMI’s review of the timeline for the Trump “trade wars.”

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