International Trade and Investment
FMI’s analyses of today’s June Employment and May International Trade reports.
FMI’s commentary on supplier delivery bottlenecks and potential distortions from new tariffs.
FMI’s review of June U.S. Dollar and Trade Prices and June Bank Lending & Money Supply results.
FMI’s commentary on the likely macro costs -- and benefits -- of President Trump’s trade ‘war’ strategy.
FMI’s commentary on the economic effects -- and potential benefits -- of Trump’s tariffs.
FMI’s analyses of this morning’s April International Trade report and revised 18Q1 Productivity & Labor Costs results, as well as a review of Vehicle Sales and Production.
FMI’s commentary on Trump’s trade clash with China and feud with Amazon, plus a note on the implications of San Francisco Fed president John Williams’ move to the NY Fed.
FMI’s analyses of this morning’s February International Trade report.
FMI’s analyses of today’s Third Report of 17Q4 GDP and February Advance Indicators (Goods-trade, wholesale & retail inventories) results.