Japanese indicators largely show growth moving ahead but recent indicators show some backtracking; thus, suggesting that this notion of a global acceleration is either overblown or not including Japan. Japan's Economy Watchers index, [...]
Introducing
Robert Brusca
in:Our Authors
Robert A. Brusca is Chief Economist of Fact and Opinion Economics, a consulting firm he founded in Manhattan. He has been an economist on Wall Street for over 25 years. He has visited central banking and large institutional clients in over 30 countries in his career as an economist. Mr. Brusca was a Divisional Research Chief at the Federal Reserve Bank of NY (Chief of the International Financial markets Division), a Fed Watcher at Irving Trust and Chief Economist at Nikko Securities International. He is widely quoted and appears in various media. Mr. Brusca holds an MA and Ph.D. in economics from Michigan State University and a BA in Economics from the University of Michigan. His research pursues his strong interests in non aligned policy economics as well as international economics. FAO Economics’ research targets investors to assist them in making better investment decisions in stocks, bonds and in a variety of international assets. The company does not manage money and has no conflicts in giving economic advice.
Publications by Robert Brusca
Global| Mar 13 2018Japan's Surveys Show Backtracking
- Global| Mar 12 2018
Japan's Cabinet Office Survey
Japan's Cabinet Office survey backtracked in Q1 2018 with the business conditions index for large firms overall falling back to 3.3 in Q1 from 6.2 in Q4. The bellwether large manufacturing firm index fell to 2.9 from 9.7. This survey [...]
- Global| Mar 09 2018
German Output Slows; European Trends Are Mixed
German industrial production edged down 0.1% in January, marking the second monthly drop in a row. However, none of the sector components have dropped twice in a row and the three-month growth rate for total IP is at a 9.1% annual [...]
- Global| Mar 08 2018
German Orders Drop Sharply in January and Crimp Momentum
German orders are still growing rapidly after their sharp plunge in January. Year-on-year growth is 8.3% overall, 9.5% for foreign orders and 6.6% for domestic orders. But momentum has been sharply reduced with three-month and six- [...]
- Global| Mar 07 2018
French Trade Trends Deteriorate Along with So Much More...Incl. the Civility of International Policymaking
French trade trends show a bigger current account deficit in January and a larger deficit on trade. Exports fell in January as imports rose. Over three months trade trends have reversed as imports are outpacing exports unlike the [...]
- Global| Mar 06 2018
OECD Area Inflation Stays Down - Will Tariffs Push It Up?
Oil prices continue to try to work some inflation mischief in the background, but OECD area inflation in January ticked lower to log a 2.2% gain over 12 months, a tick below its December pace of 2.3%. The core inflation rate also [...]
- Global| Mar 05 2018
Global Composite PMIs Hit the Pause Button As Tariffs Loom
There are two sets of trends in February composite PMI readings. The first and most impressive story is how strong the readings are. The median reading in February is 55.2 with a median standing in the 91.8 the percentile of its five- [...]
- Global| Mar 02 2018
Euro Area PPI Year-on-Year Pace Drops to 1.5% from 2.2%
The year-on-year PPI for the EMU was lower in January as the pace dropped to a 1.5% year-over-year gain from 2.2% previously. Compared to the year-on-year pace of one year ago inflation decelerated to a 1.5% gain from 3.9%. And on [...]
- Global| Mar 01 2018
EMU Unemployment Rates
Unemployment rates continues to fall in the EMU. The EMU rate itself is at 8.6% in January and in December 2017 which was revised lower. The EMU wide unemployment rate is the lowest since December 2008. Of the eleven original EMU [...]
- Global| Feb 28 2018
Japan's IP Tanks, Housing Starts Plunge and Retail Sales Drop...What's Next?
Japan had more than a bad hair day as economic reports showed helter-skelter weakness. Industrial output in January fell by 6.6%, an astoundingly weak one month result. Retail sales fell by 1.2% in January. Housing starts in Japan [...]
- Global| Feb 27 2018
Global Monetary Center Action: Money Supply Growth Is Slowing
Money supply growth globally is slowing down in the main monetary center countries. The EMU is only barely an exception to this, but if we look at the growth of real money balances, the EMU is also experiencing a slowdown. While there [...]
- Global| Feb 26 2018
U.K. CBI Service Sector Survey Stays Mixed But Is Reversed for Q1
The changes in the assessments of consumers and business & professionals' optimism have moved together over recent periods as the chart shows. But over the long haul, the assessments of business prospects have a correlation of only [...]
- of355Go to 133 page