US
A Graphic Presentation of FMI Key Economic Trends
FMI’s end-of-the-month report for September: Graphic Summary of Economic Trends.
FMI Weekly Data Preview: September 22-26
FMI’s Preview of this week’s major data reports. The week started slowly with August Existing Home Sales reported down almost -2% to 5.05 mm units this morning (seasonally-adjusted at annual rate).
Economy Now Looks ‘Normal’; Fed Policy Is the Outlier
FMI’s commentary on the increasingly normal-looking economy and still-wildly abnormal Fed policy.
FMI Data Analysis - August 26
Data Round-Up: Real Equipment Spending on Track for +11% Gain in 14Q3
ACA Limiting Payroll Job Gains, Raising Employees’ Costs
FMI’s commentary on the mostly negative impacts of the Affordable Care Act on employer-sponsored insurance plans.
Data Round-Up: UI Claims, Regional Surveys Show Healthy Labor Markets
FMI’s reviews of the latest Weekly UI Claims & Rail Traffic data and this morning’s August Philadelphia Fed Regional Manufacturing survey, as well as notes on July Existing Home Sales.
FOMC Minutes Show Fed Hawks Getting More Restive
FMI's commentary about the economic sweet spot and about the disturbing parallels between Yellen’s intended course and the disastrous, bubbly Greenspan policy.
Data Round-Up: Core CPI Continues to Trend Near +2%; Housing Starts Soar
FMI’s analyses of this morning’s July CPI and July Housing Starts data.
FMI Weekly Data Preview: August 18-22
FMI’s Preview of this week’s major data reports. The week began well with this morning National Association of Home Builders sentiment index which rose +2 points to 55 in August, its third straight monthly gain the best level since January.