German export and import inflation is less more subdued than are domestic trends. German export and import prices excluding energy flared to peaks in the second half of 2006. But now as they subside, it is Germany domestic excluding [...]
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| Jun 26 2007German Export and Import Price Inflation
- Global| Jun 25 2007
Existing Home Sales
Edge lower by 0.3%- two of four regions drop. The monthly series of existing housing sales continues to show weakness but it also shows that weakness has been diminishing. Above we plot a three-month moving average of Yr/yr growth [...]
- Global| Jun 25 2007
Existing Home Sales Edge Lower by 0.3% - Two of Four Regions Drop
The monthly series of existing housing sales continues to show weakness but it also shows that weakness has been diminishing. On the left we plot a three-month moving average of year/year growth rates. It shows that all regions except [...]
- Global| Jun 25 2007
Existing Home Sales Edge Lower by 0.3% - Two of Four Regions Drop
The monthly series of existing housing sales continues to show weakness but it also shows that weakness has been diminishing. On the left we plot a three-month moving average of year/year growth rates. It shows that all regions except [...]
- Global| Jun 22 2007
IFO Index Drops to 107 from 108.6
Germany's IFO index fell sharply in June from 108.6 to 107. It stood at 108.6 for two months in a row and peaked in this cycle back in December 2006 at 108.7. No wonder the IFO says that levels are still high and that the economy is [...]
- Global| Jun 22 2007
European Orders Fall by 0.4% in April
European orders fell by 0.4% in April, less than expected, as bulk orders rose and boosted the headline. And while bulk orders do count they can often blur the trend and mask changes. That is probably the effect right now as [...]
- Global| Jun 21 2007
ISAE Consumer Confidence in Italy
Italys consumer confidence fell off after peaking in February 2002. It bottomed in May 2004 and has been on a moderate rising trend ever since. But since March of 2007 a new down trend has developed. The new weakness in Italys [...]
- Global| Jun 21 2007
European Retail Sales
With new figures on retail sales for France and Italy we have a better idea of emerging sales in the Euro area for Q2 2007. With one months data fully out the overall retail volume trend is advancing, even if it is weaker year-over- [...]
- Global| Jun 15 2007
The US Current Account Deficit Rises Slightly in 2007
Private net securities purchases by foreigners continues to be an important part of financing the US current account deficit. Exports have built stronger growth than imports and driven the deficit lower over the past four quarters. [...]
- Global| Jun 13 2007
U.S. Inventory Cycle: At Its End?
The inventory cycle appears to be winding down. Three-month inventory growth rates peaked in July of 2006 and have now decelerated to growth of 1.3% and begun to rise again. Equally as important however, is the upturn in sales. The [...]
- Global| Jun 13 2007
Export and Import Prices Trends Show Growing Pressure
Even for the consumer where excluding food and energy trends have been mild and are not accelerating much of the acceleration in international prices is still there and quite clear. The chart on the left applies consumer price weights [...]
- Global| Jun 13 2007
Quite Simply the Retail Data and Trends Tell the Story
There was a minor upward revision to sales in March. Now in May sales rose by 1.4% and 1.3% excluding motor vehicles. These are strong numbers even when the 3.8% rise in gas station sales is factored out. Virtually all major retail [...]
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