The OECD indicators paint a picture of an area that is largely making progress but very slow progress- is it progress that is too slow to be effective? This month China, a country not in the OECD area, is faltering as its indicator is [...]
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 12 2013OECD LEIS Show Some Mixed Trends
- Global| Mar 11 2013
German Trade Deteriorates: Is Growth Reviving?
German imports jumped more sharply than exports in January suppressing the German trade surplus. Still, the trend for that surplus is rising as export growth has been exceeding import growth for nearly one year. Import growth at 2.3% [...]
- Global| Mar 08 2013
e-Zone Trade Trends and Other Trends: What They May Mean
If the e-Zone trade numbers are telling, and I think that they are, EMU is going nowhere fast. Exports across categories have fallen in EMU in December. The growth rates show export growth getting increasingly weaker over shorter [...]
- Global| Mar 07 2013
German Orders Wither Reincarnation to Take Longer
German orders fell in January damping a good bit of optimism that had been growing about how Germany is turning it all around. Its PMI readings form Markit have improved and are showing expansion this month-real strength in domestic [...]
- Global| Mar 06 2013
Growth Rates in EMU Show Rather Equal Slowdown
Declining profiles for GDP growth rates are all the rage in EMU and elsewhere. Of the fourteen countries listed in the table (both EMU and non-EMU) Yr/Yr growth rates are lower in Q4 than in Q3 for all but three of them; two of those, [...]
- Global| Mar 05 2013
EMU Services Weaken but are Revised Slightly Higher
The table and the chart report some of the same data and reveal the same trends but in different ways. EMU is a bifurcated conundrum. Germany's service sector is surging higher this time all by itself like a biker distancing himself [...]
- Global| Mar 05 2013
PPIs in EMU Settle Down But the Zone Itself Still Does Not
The EMU PPI for January is up by 1.9% year-over-year. Spain, Belgium and Finland have higher year-over-year rates of change. Over 12-months the weakest inflation is in Greece- of all places. This is, of course evidence that austerity [...]
- Global| Feb 28 2013
Jobs Rise in Germany!
The chart shows not just a difference between Germany and the rest of EMU (actually the result is for EMU so it has the German result embedded in it, lessening the appearance of the true German/Non-German EMU difference!) Germany and [...]
- Global| Feb 27 2013
EU Commission Indices Continue Weak Rebound
The accompanying chart shows that Germany has been relatively less affected in this economic cycle than other large countries that are members of the European Monetary Union. The comparison with the European monetary union itself with [...]
- Global| Feb 26 2013
UK Retail Survey Disappoints
Moody's has downgraded the UK economy and maybe it is because despite the governments adherence to austerity recovery still won't start. Markets do not seem to care much about what Moody's thinks. After the credit-rating agencies' [...]
- Global| Feb 25 2013
IFO Spurts: Is Germany Leaving EMU Behind? Or just kicking its behind?
The German IFO index has jumped sharply in February. From a diffusion value level of 1.3 in January the sector index has jumped to 7.3 in February. The overall Climate index, plotted in the chart, has made its third the strongest [...]
- Global| Feb 21 2013
EMU PMIs Reverse Favorable Trend German Continues to Show Growth
The flash PMIs for MFG and Services turned lower in February surprising expectations for both the manufacturing and services components. After a long period of declining that dates to a peak in 2011and has seen several minor cycles in [...]
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