Biz Cycle mechanics 101 - Trees do not growth to the sky and GDP growth does accelerate endlessly, even in recovery. But in EMU all the key larger early-reporting countries reported a deceleration in GDP growth in Q3 compared to Q2 [...]
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| Nov 12 2010EMU GDP Growth Tops Out
Japan machinery orders, both 'core' orders and total orders, are showing some progress. Granted both series fell sharply in September but each had risen strongly in August. Beneath all that noise - very loud noise - is a hint, a vague [...]
- Global| Nov 10 2010
France And Italy: IP Gains Begin To Top Out...The G-20 Bottoms Out As Post-Financial Collapse Cooperation Craters
Like peas in a pod...NOT! -- Despite the similarity in their overall cyclical behavior very different forces are afoot in the Italian and French industrial sectors. Trends in France - French consumer spending is blowing through hot [...]
- Global| Nov 09 2010
Japan's 'Economy Watchers' Don't Like What They See Does Anyone?
Japan's Economy Watcher's index fell in October as the bottom fell out of the current conditions index. That index is now in the bottom 60th percentile (top42 percentile) of its High/Low range. By queue some 70% of the values for the [...]
- Global| Nov 08 2010
German IP Trends Sour...And That's Not All As The G-20 Meeting Gets Ready To Get In Gear
Germany rules or drools? This month we saw the bottom suddenly fall out of German orders with especially weak results visited on German export orders. While the German trade picture seems to have held up in September Germany's [...]
- Global| Nov 05 2010
Das Thrill Is Gone? German Orders Go Kaput
What goes around comes around... The German economy is going form wunderkind to flop. Its orders that seemed to defy gravity amid ongoing euro-austerity have swung from a gain of 3.5% in September to a drop of 4.0% in September. The [...]
- Global| Nov 04 2010
PPI Rises Strongly In Sept; Trend Is Still Tame
The Euro-Area PPI spurted in September. But as the August PPI had been flat there is no acceleration in three-month growth rate after the September 0.5% spurt in the headline. None of the main PPI categories show three-month inflation [...]
- Global| Nov 03 2010
UK Services Sector Shows Some Life-Is It Real?
The UK service sector diffusion index has risen to 53.19 in October from 52.80 in September. The index is not particularly strong, standing only in the 64th percentile of its range. Earlier this month the EU indices showed that the [...]
- Global| Nov 02 2010
MFG PMIs Advance In Month: Is That All There Is?
The EMU MFG PMIs rose in much of the Zone in October. The weighted EMU reading advanced by nearly one point While the German index rose by 1.6 points, a rise that still failed to shake off the cumulative drops of the previous two [...]
- Global| Nov 01 2010
UK MFG Staves Off Further Declines
The UK MFG sector showed a bit of spunk as the index for October rose, ending a string of declining values and surprising market forecasters. The UK index for October is back above not just its September value but its August value as [...]
- Global| Oct 29 2010
From Nuts to Soup?
Were we nuts to have been optimistic on Europe because its performance had held up in the face of austerity measures implemented across the continent? Is German retailing suddenly become this weak and is it slipping into the soup? [...]
- Global| Oct 28 2010
EMU Indices Advance
EMU and EU sentiment rose and rose strongly in October. Sentiment rose in four of the five largest EU economies. Spain was the sole example of backtracking in October. We include in the table measures of the queue percentile standing [...]
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