FMI’s commentary on Trump fiscal and trade policy.
FMI’s analyses of this morning’s February Housing Starts, February Industrial Production and January JOLTS reports, and February Bank Lending & Money Supply data
FMI’s analyses of this morning’s February Retail Sales, January Business Inventories, and February PPI reports.
FMI’s analyses of this morning’s February CPI including recent high-frequency price data, the February Small Business Optimism Index and the 18Q2 Manpower Employment Index.
FMI’s commentary on the spike in February household survey jobs.
FMI’s analysis of today’s February Employment report as well as notes on the details in President Trump’s tariff announcement.
FMI’s Preview of Friday’s February Employment report including a review of latest Weekly Initial UI Claims & Rail Traffic data.
FMI’s review of this afternoon’s 17Q4 U.S. Financial Accounts (formerly Flow of Funds) report.
Data Round-Up: U.S. Exports, Imports Retrench in January; Trade Likely a Moderate Negative for 18Q1 GDP
FMI’s analyses of this morning’s January International Trade and 17Q4 Revised Productivity & Labor Costs reports.