International Trade and Investment

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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.”

Trump's Trade War: Modest Drag Near-Term, But Long-Term Benefit for U.S.

FMI’s commentary on the likely macro costs -- and benefits -- of President Trump’s trade ‘war’ strategy.

U.S. Tariffs Costs Will Be Borne Primarily by Foreigners

FMI’s commentary on the economic effects -- and potential benefits -- of Trump’s tariffs.

Data Round-Up: U.S. Exports Continue Trending Up, Trade a Solid Positive for 18Q2

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.

China Is Bluffing on U.S. Tariffs, and Trump Knows It

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.

Data Round-Up: U.S. Exports & Imports Set New Records; Trade Likely cut -0.75% from 18Q1 GDP

FMI’s analyses of this morning’s February International Trade report.

Data Round-Up: 17Q4 GDP Revised Up; Trump Claims Trade Victory in Korea

FMI’s analyses of today’s Third Report of 17Q4 GDP and February Advance Indicators (Goods-trade, wholesale & retail inventories) results.

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