US
Data Round-Up: Equipment Sector, Vehicles to Add Solidly to 14Q3 GDP
written by Michael Lewis on September 15, 2014
FMI’s analysis of this morning’s August Industrial Production report as well as notes on the September NY Fed Empire regional manufacturing survey.
Fed May Alter Forward Guidance, But Data Always Drive Policy
written by Michael Lewis on September 16, 2014
FMI’s commentary on possible changes to the FOMC’s forward guidance at this week’s meeting.
Data Round-Up: CPI Moderated in August; FOMC Likely to Make Little Change to Guidance
written by Michael Lewis on September 17, 2014
FMI’s analyses of this morning’s August CPI as well as a review of this week’s August PPI results.
Yellen Refines Exit Strategy, ‘Go’ Date Still Data Dependent
written by Michael Lewis on September 17, 2014
Yellen Refines Exit Strategy, ‘Go’ Date Still Data Dependent
Data Round-Up: Claims, Regional Surveys Point to Further Economic Improvement
written by Michael Lewis on September 18, 2014
FMI’s reviews of today’s September Philadelphia Fed Regional Manufacturing survey, the latest Weekly UI Claims & Rail Traffic data and August Housing Starts results.
Aren't We Friends Anymore? - Part 1
written by Richard Katz on July 30, 2014
Congressional Republicans taking tougher line on Japan vis-à-vis trade/TPP than does Obama.
Aren't We Friends Anymore? - Part 2
written by Richard Katz on July 31, 2014
In the next installments of this series, Richard Katz will lay out a scenario of what would be required to get TPP through Congress and a discussion of whether those conditions are being met.
Aren't We Friends Anymore? - Part 3
written by Richard Katz on August 01, 2014
In thinking through a path by which the Trans-Pacific Partnership (TPP) could be ratified by Congress, here is the only scenario we—or others we have consulted—can come up with.
Aren't We Friends Anymore - Part 4
written by Richard Katz on August 01, 2014
Republicans say Obama has failed to show leadership in conducting private negotiations and lobbying with Republicans and Democrats on the content of TPA, thereby making it harder to get a TPA done in time.
GOP Gets Tough on TPP
written by Richard Katz on August 06, 2014
Many in Japan were shocked when Republicans on Capitol Hill began castigating President Barack Obama for being too soft on Japan regarding the Trans-Pacific Partnership (TPP) trade negotiations.
