The OECD composite leading indicators show abroad slowing in the OECD area. Only Japan is showing a rebound and that is because it had been much weaker in earlier months. The six month horizons on the bottom of the table shows the CLI [...]
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| May 14 2008OECD Indicators Show Faltering Growth Prospects
- Global| May 12 2008
Italy’s Manufacturing Output Slips and EMU Tops Out
The quarter to date (which is now the completed 2008-Q1 period) shows still strong results for Italian output. But the monthly numbers reveal a different trend. The quarter’s lift stems totally from the spurt in output in January. [...]
- Global| May 12 2008
Japan's Economy Watcher's Index Turns Lower Again
After several months of firming on its various gauges the economy watchers index has dropped again in April. The drop takes the overall index to the bottom several percentile of its five year range and levels employment is the bottom [...]
- Global| May 09 2008
France: With Consumer and Intermediate Goods Output Weakening… Can Capital Goods Be Far Behind?
France remains a quintessential e-Zone economy. Its consumer sector has gone slack but capital goods output is still churning up a storm. Still capital goods is lagging sector. Its output can tend to stay strong as its industries turn [...]
- Global| May 08 2008
German Order Trends are Mostly Cycling Lower
German orders have taken some time to weaken since the euro began climbing strongly. Arguably it is now a plethora of factors that are dogging the trend including the strong euro but also the fallout from the financial turmoil and the [...]
- Global| May 08 2008
IP Trends in Germany Begin to Decay
The chart on top shows that German growth trends are decaying across the array of 3-Mo 6-Mo and 12-Mo rates. They are stratified so that the they do point to some further decelerations but only barely. Each growth rate series has a [...]
- Global| May 06 2008
EMU Service Sector Makes Erratic Recovery in April
The Euro Area is an unwieldy beast…but it’s getting weaker. The Euro Area is a complex beast to follow because it has some many moving parts to follow. Its data are a mish-mash of new indicators constructed to help us better [...]
- Global| May 05 2008
So How Strong is the Euro?
In recognition of ‘cinco de mayo’ we say ‘MUY FUERTE’ (or very strong) - The chart above displays the JP Morgan broad trade-weighted index value of the euro. In this framework we convert the index to operate as a PPP index, or index [...]
- Global| May 02 2008
The NTC MFG Index/Indices Continue to Drop
The NTC MFG indices fell on broad front in April. Their declines were steeper than they have been. Still only Germany, Greece and the Netherlands are in the top half of their respective percentile ranges. The EMU economy as a whole is [...]
- Global| May 02 2008
French PPI Sees Gathering Momentum
French producer prices again are showing over-the-top inflation. The three-month overall rate is a 4.2% pace but that represents some deceleration from 6.6% over six months and it is below the 5.5% Yr/Yr rate. Still, inflation is up [...]
- Global| May 02 2008
German Retail Sales Show Some Life in Q1
The original weakness in German ex-auto retail sales in February had already been revised up, leaving February in a small decline. Now March sales are flat. The strength in the quarter stems from the surge back in January. Real retail [...]
- Global| May 01 2008
Both NTC/CIPS and CBI Index Show Withering UK MFG/Industrial Sector
The NTC and CBI indices show that the UK MFG sector is on the decline. The CBI industrial total orders reading is placed in its range percentile at 55 the fifty-fifth percentile, nearly the same relative position as for the overall [...]
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