inflation
Data Round-Up: Core CPI Continues to Exceed Fed's Inflation Target
written by Michael Lewis on December 12, 2018
FMI’s analysis of this morning’s November CPI report.
Even at Full Employment, Expansion Has a Good Ways to Go
written by Michael Lewis on October 25, 2018
FMI’s commentary on the implications of the convergence of the falling unemployment rate and rising inflation rate.
Data Round-Up: Core & Total PPI Trends Continue to Exceed Inflation Target
written by Michael Lewis on October 10, 2018
FMI’s review of today’s September PPI report, including a round-up of recent high-frequency inflation indicators.
Data Round-Up: Real Consumption on Track for +3.5% Growth in 18Q3
written by Michael Lewis on September 28, 2018
FMI’s analyses of today’s August Personal Income & Consumption report and September Chicago Purchasing Managers Index, as well as our Summary of major data released in September and Schedule of major data reports in October.
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: PPI Moderated in July, Trends Still Well Above Target
written by Michael Lewis on August 09, 2018
FMI’s analyses of this morning’s July PPI report including a review of recent High-Frequency Inflation Indicators, the latest Weekly Initial UI Claims & Rail Traffic results, and our review of and a look at 18Q2 GDP Component Revisions to Date including today’s June Wholesale Inventories report.
Data Round-Up: Core Inflation Eases in 18Q2, Trend Likely Higher in 2018-H2
written by Michael Lewis on July 12, 2018
FMI’s analysis of this morning’s June CPI report and our review of the latest Weekly Initial UI Claims & Rail Traffic results.
Data Round-Up: Core CPI Continues to Show Upward Pressures; NFIB Near 45-Year High
written by Michael Lewis on March 13, 2018
FMI’s analyses of this morning’s February CPI including recent high-frequency price data, the February Small Business Optimism Index and the 18Q2 Manpower Employment Index.
Data Round-Up: Soft Retail Sales & Higher Inflation a Double Whammy in January
written by Michael Lewis on February 14, 2018
FMI’s analyses of this morning’s January CPI, January Retail Sales, and December Business Inventories reports as well as an updated look at 17Q4 GDP Sources & Uses and likely revisions in the Second Report of 17Q4 GDP out later this month.
Data Round-Up: Real Consumption Positioned for Another Solid Gain in 18Q1
written by Michael Lewis on January 29, 2018
FMI’s analysis of today’s December Personal Income & Consumption report and our Preview of the rest of this week’s major data releases.
