Archive
Archive
Data Round-Up: Core CPI Continues to Trend Near +2%; Housing Starts Soar
written by Michael Lewis on Tuesday, August 19, 2014
FMI’s analyses of this morning’s July CPI and July Housing Starts data.
FMI Weekly Data Preview: August 18-22
written by Michael Lewis on Monday, August 18, 2014
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.
FMI Weekly Data Preview: August 11-15
written by Michael Lewis on Monday, August 11, 2014
FMI’s Preview of this week’s major data reports. With conditions uncertain and likely deteriorating in both Ukraine and the Middle East, geopolitics will continue to be in the forefront.
Fed ‘Macroprudential Policy’ No Substitute for Proper Rates
written by Michael Lewis on Monday, August 11, 2014
FMI’s commentary on the Fed’s new emphasis on regulatory policy.
Data Round-Up: NFIB, JOLTS Show Improving Labor Markets, Rising Wages
written by Michael Lewis on Tuesday, August 12, 2014
FMI’s reviews of today’s July NFIB Small Business Optimism Index and June Job Openings & Labor Turnover Survey data.
Data Round-Up: 'Gray' July Retail Sales Point to Softer 14Q3 Consumption Growth
written by Michael Lewis on Wednesday, August 13, 2014
FMI’s analyses of today’s July Retail Sales and June Business Inventories reports as well as an updated look at 14Q2 GDP Sources & Assumptions.
Data Round-Up: UI Claims Holding Near Structural Lows
written by Michael Lewis on Thursday, August 14, 2014
FMI’s reviews of the latest Weekly UI Claims & Rail Traffic data and the June Import/Export Prices report.
Deja vu: Yellen Out to Repeat Greenspan's Disastrous Policy
written by Michael Lewis on Friday, August 15, 2014
FMI’s commentary on ominous historical parallels to Yellen’s intended policy course.
FMI Data Analysis: August 15
written by Michael Lewis on Friday, August 15, 2014
Solid industrial production report
Weekly Data Preview: August 4-8
written by Michael Lewis on Monday, August 4, 2014
The highlight of this week’s few releases will be Wednesday’s International Trade report for June.
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