inflation
Data Round-Up: Mfg Decent, Inflation Mixed -- Sept. Rate Hike Still a Reasonable Bet
written by Michael Lewis on August 14, 2015
FMI’s analysis of today’s July Industrial Production report, July Producer Price Index (plus High-Frequency Inflation Indicators) data, and July Bank Lending & Money Supply results.
Data Round-Up: Core Inflation Is Trending Up
written by Michael Lewis on May 22, 2015
FMI’s analysis of this morning’s April CPI report & Other Inflation Indicators.
The Case for Lowering the Fed's Inflation Target
written by Michael Lewis on April 24, 2015
FMI’s Commentary on proposals to raise the Fed’s official +2% inflation target.
Data Round-Up: Core Inflation Is Trending Up
written by Michael Lewis on April 17, 2015
FMI’s analyses of this morning’s March CPI report & Other Inflation Indicators and March Bank Lending & Money Supply data.
TOE Alert: BOJ Sends up Grey Flag in Revising Downward Its Inflation Forecast
written by Richard Katz on January 25, 2015
Richard reports that the Bank of Japan Governor has raised the grey flag for achieving the 2% inflation target in two years.
Data Round-Up: Energy/Oil Leads CPI Decline, Should Not Change Fed's Rate Hike Timetable
written by Michael Lewis on December 17, 2014
FMI’s analyses of today’s November CPI report (including High-Frequency Inflation Indicators).
Dollar Rally to Have Only Modest Impact on Inflation, Trade
written by Michael Lewis on October 23, 2014
FMI’s commentary on the likely (very modest) effects of the dollar’s recent appreciation.
Fed May Alter Forward Guidance, But Data Always Drive Policy
written by Michael Lewis on September 16, 2014
FMI’s commentary on possible changes to the FOMC’s forward guidance at this week’s meeting.
Data Round-Up: Flow of Funds Shows Improved Household Net Worth
written by Michael Lewis on September 18, 2014
FMI’s analysis of today’s 14Q2 Flow of Funds data.
Data Round-Up: Core CPI Continues to Trend Near +2%; Housing Starts Soar
written by Michael Lewis on August 19, 2014
FMI’s analyses of this morning’s July CPI and July Housing Starts data.
