All Regions
All Regions
Data Round-Up: New Home Sales Disappoint, Again
written by Michael Lewis on September 26, 2018
FMI’s analysis of today’s August New Home Sales report.
New Faces on FOMC Will Not Shift Policy Direction
written by Michael Lewis on September 25, 2018
FMI’s commentary on vacancies on the Federal Reserve Board of Governors and on the likely effect -- minimal -- of Trump’s nominees on policy.
Data Round-Up: Home Price Appreciation Stays Brisk; Consumer, Fed Bank Surveys Strong
written by Michael Lewis on September 25, 2018
FMI’s review of July Home Price Indices and September Conference Board Consumer Confidence, featuring Jobs-Plentiful/Jobs-Hard-to-Get data
Fed’s ‘Third Mandate’ Will Compel Continued Tightening
written by Michael Lewis on September 17, 2018
FMI’s commentary on progress toward the Fed’s mandates, including the mostly-forgotten third one.
Data Round-Up: Even with Lackluster August Retail, Real Consumption Likely Up +3.5% in 18Q3
written by Michael Lewis on September 14, 2018
FMI’s analyses of this morning’s August Retail Sales, July Business Inventories, and August Industrial Production reports as well as our reviews of August Bank Lending & Money Supply data and August U.S. Dollar and Trade Prices results.
August Employment Analysis: Healthy Job Gains, Improving Wages Will Keep Fed Rate Hikes Coming
written by Michael Lewis on September 07, 2018
FMI’s analysis of today’s August Employment.
August Non-Manufacturing Index
written by Michael Lewis on September 06, 2018
FMI's analysis of this morning's Non-Manufacturing Index.
Data Round-Up: Trade Pendulum Swings, to Cut -1% from 18Q3 GDP
written by Michael Lewis on September 05, 2018
FMI’s analyses of this morning’s July International Trade report and August Vehicle Sales.
Data Round-Up: PMI Defies Trade War Fears to Surge to Cycle-High
written by Michael Lewis on September 04, 2018
FMI’s analysis of this morning’s August PMI and July Construction reports, as well as our Preview of the rest of this week’s major data releases
Data Round-Up: Regional Surveys Show Solid Momentum Overall in August
written by Michael Lewis on August 31, 2018
FMI’s analyses of today’s August Chicago Purchasing Managers Index (and other regional surveys) as well as our Summary of major data released in August and Schedule of major data reports in September.
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