After falling for two straight months, industrial production (IP) suddenly is stronger in the euro area. That by itself is suspicious amid conditions of ongoing struggle. Consumer goods and capital goods output are rising strongly in [...]
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 14 2016European IP Jumps; But Can It Hold the New Pace?
- Global| Mar 11 2016
Germany's Inflation Stays Low; Trends Work Lower Or Deflation Speeds Up
Deflation and monetary policy All eyes have been on the ECB and its next move which it executed just yesterday. The ECB rate cut was modest and the step up in asset purchases was a bit more. Broadening its programs and the asset [...]
- Global| Mar 10 2016
German Exports Fade Again
Despite the overwhelming competitiveness of the German economy inside the euro area and despite the very weak euro, itself which makes all of the euro area countries very competitive in their trade outside the zone, German exports [...]
- Global| Mar 09 2016
Bank of France Monthly Survey Slips; BoF Cuts GDP Outlook
The Bank of France business indicator took a sharp turn south in February as it dived back below its October 2015 level but above its November 2015 level. Upon seeing its survey results, the Bank of France cut its Q1 GDP outlook to a [...]
- Global| Mar 08 2016
Japan's Economy Watchers Index Shows Erosion
Japan's economy watchers index is lower month-to-month with its employment conditions index sinking and the future index unchanged. This index is geared to track the goings on in the services sector in Japan. The rank standing of the [...]
- Global| Mar 07 2016
German Orders Erode in January on Domestic Weakness
German orders fell in January for the second straight month. However, each month the declines were relatively small, and together, they fail to offset the 1.5% order gain in November so that the three-month change is still positive. [...]
- Global| Mar 04 2016
European GDP Reports Begin to Finalize: The End of Good News?
The table contains data from the EMU and for select EMU member countries as well as comparisons with the U.S. Quarterly GDP weakened in only four countries compared to their respective Q3 rates of growth. Year-over-year growth rates [...]
- Global| Mar 03 2016
Globally Services Sector Implodes -Be Afraid; Are We Locked Up in a Prison of Ideology?
When I began to detect a slowdown in the U.S. and the global economy, I portrayed the final outcome as likely to be the result of a strong services sector vs. a weak manufacturing sector. So the final outcome would be the result of [...]
- Global| Mar 02 2016
PPI Deflation and Other Growing Risks in Europe
EMU PPI trends continue to feature price declines. The headline PPI series (PPI excluding construction) shows declines in January and December. In fact, the month-to-month declines go all the way back uninterrupted to March 2015. [...]
- Global| Mar 01 2016
PMIs Drop in Step with Unemployment Rates
We are visited today by more dissonance in data as global and EMU PMIs fell, showing broad-based declines as unemployment fell across the EMU, in Japan, and has been staying low in the U.S. I guess we should cut the Fed some slack on [...]
- Global| Feb 29 2016
European Inflation Makes a False Start Higher As Deflation Returns; G20 Meets Amid False Hopes and Delivers
The overall price level in the EMU fell again in February after dropping in January. Year-over-year inflation once again is falling for the first time in five months. Core inflation is positive but with its lowest year-on-year gain [...]
- Global| Feb 26 2016
Europe Shows Widespread Weakness
Of the 25 reporting EU members for February, the comprehensive EU Commission indices deteriorated in all but three countries. Those three were Cyprus, Poland and Slovakia. Sector indices also weakened across the board with significant [...]
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