All Regions
All Regions
Consumption, income, inflation Drop in October
written by Richard Katz on December 01, 2014
In October, core inflation—excluding the effect of the consumption tax hike—fell to a rate of 0.9%, price-adjusted income and consumption both fell to levels sharply below year-earlier levels, although there were up from September.
Data Round-Up: PMI Orders Maintain Cycle Highs, Price Index Falls Sharply
written by Michael Lewis on December 01, 2014
FMI’s analysis of this morning’s November PMI survey, as well as a Summary of data released in November and a Schedule of major releases in December.
FMI December Economic & Investment Outlook
written by Michael Lewis on December 01, 2014
FMI's complete December 2014 Economic & Investment Outlook.
TOE Alert: Election Likely to Buttress Abe - for a while
written by Richard Katz on November 26, 2014
Abe likely to gain clout from elections--temporarily.
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
Japan Back in Recession: Surprise GDP Drop
written by Richard Katz on November 17, 2014
The big picture is that GDP in 2014, so far, remains worse than 1997. Not a single major forecaster predicted that GDP would drop in July-Sept. The consensus forecast was in the 2.2-2.5% range, depending on the survey.
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.
TOE Alert: Abe Facing Down MOF-BOJ Over Tax Delay
written by Richard Katz on November 14, 2014
From everything we hear, Abe is determined not only to call the early elections we discussed in our Nov. 11 Alert, but he is equally determined to postpone the next hike in the consumption tax from October 2015. Most likely he will postpone it until April 2017.
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