US
Data Round-Up: A Cornucopia of Pre-Thanksgiving Data
written by Michael Lewis on December 26, 2014
FMI’s analyses of this morning’s November Regional Business Surveys (including today's Chicago Purchasing Managers Index), October Durable Goods Orders and Personal Income & Consumption reports, and the latest Weekly UI Claims & Rail Traffic data as well as notes on October New Homes Sales results.
Data Round-Up: 14Q3 Goods Consumption, Equipment Revised Up; Home Prices Still Healthy
written by Michael Lewis on December 25, 2014
FMI’s analyses of this morning’s Second Report of 14Q3 GDP and September Home Prices as well as notes on today's November Conference Board consumer confidence poll.
Data Round-Up: No Evidence for Deflation, Plenty of Signs of Healthy Growth
written by Michael Lewis on November 20, 2014
FMI’s analyses of today’s October CPI report (including High-Frequency Inflation Indicators and October PPI), the November Philadelphia Fed Regional Manufacturing survey and the latest Weekly UI Claims & Rail Traffic data.
Data Round-Up: Single-Family Housing Starts Climb in October; Multi-Unit Prospects Remain Solid
written by Michael Lewis on November 19, 2014
FMI’s review of today’s October Housing Starts results. Also last night, the Senate fell one vote short of 60 votes needed to overcome a Democratic filibuster of the Keystone oil pipeline project (all 45 Republicans voted yes, joined by 14 Democrats, including four lame ducks who lost in the November election).
October 2014 Industrial Production
written by Michael Lewis on November 17, 2014
Data Round-Up: Manufacturing Softens, But Trend Still Looks Reasonable
Preview of Data Releases: November 17 - 21, 2014
written by Michael Lewis on November 17, 2014
FMI’s Preview of this week’s major data releases for industrial production, consumer price index, housing starts, weekly initial unemployment claims and existing home sales.
Data Round-Up: UI Claims Edge Up But Trend Undeniably Healthy
written by Michael Lewis on November 13, 2014
FMI’s review of the latest Weekly UI Claims & Rail Traffic results.
Data Round-Up: Small Businesses Plan Some Pick-Up In Hiring, Wages
written by Michael Lewis on November 12, 2014
FMI’s analysis of today’s October NFIB Small Business Optimism Index.
Data Round-Up: New Low for Unemployment, Hours Worked Point to Solid 14Q4 GDP
written by Michael Lewis on November 07, 2014
FMI’s analysis of this morning’s October Employment report.
Lower Oil Prices to Grease Real Consumption Near-Term
written by Michael Lewis on November 07, 2014
FMI’s commentary on near-term prospects for real consumption, including the effects of lower oil prices.
