The current economic situation in Germany and for most of the countries in the table continues to improve as expectations are being capped or set back in August. The current situation in the euro area advanced by 10 points month-to- [...]
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| Aug 22 2017German and Other Expectations Are Capped and Contained
- Global| Aug 22 2017
EMU Trade Surplus Bounces to Six-Month High
A sharp drop in imports pushed the EMU trade surplus to a six-month high. The trade surplus rose to 22.3 billion euros in June from 19.0 billion euros in May, to its strongest point since logging a surplus of 23.0 billion euros in [...]
- Global| Aug 21 2017
Japan's All-Industry Index Bounces Back in June
Japan's three main sectors industry (manufacturing), construction and tertiary (services) all show ongoing progress in June if not month-to-month, then in terms of trend. The chart on the left shows the indexes plotted in level [...]
- Global| Aug 18 2017
German PPI Inflation Downshifts
In the short term, much of what happens to PPI inflation is determined by oil prices as the chart (on the left) reminds us. However, the mapping is not one-to-one and is not without its lags. Still, it is clear that recent hiatus in [...]
- Global| Aug 16 2017
European GDP...Breaking Good
GDP growth strengthens in Europe. Not only is GDP growth strengthening for the EMU as a whole, the sense of firming growth is spreading within the community. Better...but is 'better' good enough? EMU growth is up to 2.5% annualized [...]
- Global| Aug 15 2017
U.K. Inflation in the Quandary Zone
The Brexit vote has thrown the U.K. economy into a tizzy as everyone is well aware. And while the government will have to conduct the actual exit negotiations, nowhere has dealing with Brexit and its new and yet unknown realities [...]
- Global| Aug 14 2017
EMU IP Continues to Grow Despite Monthly Setback
Euro area industrial production fell in June, marking its first decline since February. Output fell by 0.6%, unwinding about half of its May gain of 1.2%. There were monthly declines in a three major sectors as well as in both [...]
- Global| Aug 11 2017
German Inflation Ticks and Tocks Ahead
The HIPC shows German inflation up by 0.1% m/m in July. The German CPI shows it up by 0.3% m/m. The German CPI and HIPC indexes now show marked divergences over three months, six months and 12 months. The sequential inflation [...]
- Global| Aug 10 2017
French and Italian IP Go Their Separate Ways in June But Stay on the Growth Path; European Growth Continues to [...]
Both French and Italian IP seem to be on growth paths in the wake of the release of their respective industrial production reports for June. In the case of France, there may be a bit more need to hold your nose when reading through [...]
- Global| Aug 09 2017
Canadian Housing Starts Claw Their Way Back to Pre-Recession Levels of 'Normalcy'
Housing starts in Canada rose by 4.4% month-to-month and are up for the second month running. The pace of starts is the third strongest in the last two years. Starts, in fact, have not been able to sustain or surpass this pace on a [...]
- Global| Aug 08 2017
German Trade Surplus Is Back on a Growth Trend
The German trade surplus, once looking like it was diminishing, is now riding a seven-month trend to high values. The surplus on the trade account in June is only marginally higher than in February of this year and was last this large [...]
- Global| Aug 07 2017
German IP Takes a Step Backward As the German Profile Turns to One of Solid If More Moderate Growth
Germany's industrial production took an unexpected step lower in June, but its upward thrust is still in place with only the sense of relentless momentum diminished. German IP is now up by 2.5% over 12 months, at a 7.7% pace over six [...]
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