German IP rebounds but slows - The German industrial production index rose strongly in August after a modest rise in July and a drop in June. As a result of that pattern IP is in a bit of a slowdown mode in terms of its sequential [...]
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| Oct 07 2010German IP Rises But Intermediate And Consumer Goods Slow Their Pace
- Global| Oct 06 2010
German Factory Orders Only Make The Puzzle Harder To Solve...Germany Surprises As Orders Come Roaring Back
Growth scare is OVER! German factory orders spurted in August after giving growth a scare in July and dropping by 1.6% (revised and smaller drop than was first reported). While we know that within Germany retailing and consumer [...]
- Global| Oct 05 2010
US Services ISM And Euro-Area PMI Track
Both the EMU and US services indices backtracked in September. For the US the backtracking was only in activity as the headline for the Non-MFG PMI (not only services') did rise. The level of both the US and EMU sector barometers [...]
- Global| Oct 04 2010
Euro-Area PPI Stops Accelerating
The Euro-Area PPI has stopped accelerating in August. The Yr/Yr rate dropped to 3.5% from 4%. The sequential growth rates show steadily diminishing momentum for inflation. Capital goods and intermediate goods inflation rates are lower [...]
- Global| Oct 01 2010
German Retail Sales Tick Back Into The Plus Column
German retail sales ticked up ex-autos in August after two moths of sliding. Real ex-auto retail sales fell in August for the second month in a row. By category nominal retail sales are up for food and clothing and footwear over [...]
- Global| Sep 30 2010
Yr/Yr Inflation Edges Higher In The Zone...Central Banks Everywhere Feel The Pressure But What Pressure?
The headline rate of inflation that the ECB puts a ceiling on rose by 0.2% in Sept after rising by 0.4% in August. The three-month pace of inflation is an excessive 2.4% with the Yr/Yr pace at 1.8%, still below the ECB's self-imposed [...]
- Global| Sep 29 2010
Consumer Confidence Continues To Lag But EU Indices Advance
The EMU overall sentiment index rose in September to 103.4 from 103.1 keeping the European advance in play. Of the main five countries four saw increases in their confidence levels, Italy was the exception, but Spain's index rose [...]
- Global| Sep 28 2010
GFK Survey Jumps For October
GFK goes its own way - The GFK survey of German Consumer Confidence rose sharply in its look-head assessment of October. The index rise to 4.9 from 4.3 was a stunner given the withering expectations for Germany. Although various [...]
- Global| Sep 27 2010
Global Money Supply Remain Tame Still Gold Bugs Flourish Like Bed Bugs
Money growth is largely tame - With the Federal Reserve pondering doing more and the case for further monetary stimulus being argued in the UK and with Japan trying to put a number on a new fiscal stimulus plan the path of money [...]
- Global| Sep 24 2010
IFO Is Not IFFY; Produces Upside Surprise
IFO acts like economic UFO – Look up in the sky, it's a bird, it's a plane, no! It's the German economy! Germany's IFO this month does seem a bit over the top compared to what expectations were. Maybe 'UFO' is too strong a [...]
- Global| Sep 23 2010
Flash PMIs Flash Warning Signals...I Sink Therefore I am...(In Trouble?)
That sinking feeling Atlantans may have had...Europe is not a lost continent but it may be losing its growth. Indeed, Europe's flash-PMIs were weak enough to sink the euro upon their release and end its period of rising strongly Vs [...]
- Global| Sep 22 2010
Euro-Area Orders Unwind Last Months Gain
Growth wanes - Facade of strong orders begins to melt as July orders unwind June's gain. MFG goods sales fell in July to boot. Drops in sales and in orders are widespread in July. The drop in orders was more than markets has expected [...]
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