FMI’s analysis of today’s April Durable Goods Orders report.
FMI’s commentary on the changing implications for some venerable data series.
FMI’s review of this morning’s April Existing Home Sales report and the latest Weekly UI Claims & Rail Traffic data.
FMI’s analysis of today’s April New Home Sales report.
FMI’s commentary on complications for the states from the federal tax cut plus some other short topics
FMI’s commentary on high oil prices and their effects -- positive and negative -- on the U.S. economy.
FMI’s review of this morning’s April Housing Starts and April Industrial Production reports.
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.