The German IFO diffusion index moved up to -7.5 in July from -17.1 in June. The queue standings of the index since 1991 is at its 34.6 percentile; since 2016 it is lower at its 7.3 percentile. On either historic comparison, it is a [...]
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| Jul 27 2020German IFO Gauge Improves; Expectations Improvement Paves the Way Ahead
- Global| Jul 24 2020
EMU PMIs Get a Leg Up on Growth As the Service Sector Sparkles
The PMI data for selected Europe and the U.S. join the already released PMI data for Japan in July. Results in July exceed expectations. EMU, German, French and U.K. composite PMIs all tipped over the 50 mark, indicating private [...]
- Global| Jul 23 2020
German Confidence Makes Another Sharp Gain
The GfK consumer confidence index that projects German confidence for the month ahead is up by 9.1 points in August, the second strongest gain in its 223-month history. The strongest gain came last month at 9.2 points. After dropping [...]
- Global| Jul 22 2020
Japan's PMIs Make Partial Recovery
Japan's composite PMI move sharply higher in July but still stopped short of the key 50 mark that represents output neutrality. While the composite index is up in July at 43.9, the index still points to private sector growth [...]
- Global| Jul 22 2020
Japan’s PMIs make partial recovery
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- Global| Jul 22 2020
Japan's PMIs Make Partial and Weak Recovery
Japan's composite PMI moved higher in July but still stopped short of the key 50 mark that represents output neutrality. While the composite index is up in July at 43.9 from 40.8 in June, the index still points to private sector [...]
- Global| Jul 21 2020
Japan's CPI Snakes Sideways
Japan's inflation continues to be moderate. The June result brought the first month-to-month gain in the headline since December. The first five months of the year produced inflation headlines that were either unchanged or lower [...]
- Global| Jul 20 2020
Japan's Trade Deficit Lingers
Japan's trade deficit lingers as trade flows continue to implode and fall at ever faster rates over shorter horizons- from 12-months to six-months to three-months. In June, exports logged only their fourth increase in the last 14 [...]
- Global| Jul 17 2020
EMU Inflation Remains Moderate and Growth Undernourished; Can the EU Agree to a Stimulus Deal?
EMU inflation is weak. Inflation trends are weak and over the past 5 years inflation has been consistently below its targeted pace. That explains why the ECB has engaged in all sorts of policies to try to revive growth and is still [...]
The coronavirus has distorted everything and that is not going to stop. It is also hard to tell what kind of rebound to expect and once we get one to tell if it will last. This is because of the hokey-pokey policy of deferring to the [...]
|in:Viewpoints
- Global| Jul 15 2020
Canadian Orders Make Modest Rebound
After a sharp fall in April and a plunge in March, Canadian factory orders sprang back to life in May. The 9.4% gain is sharp by historic standards, but it comes in the wake of the declines orders have seen in previous months and the [...]
- Global| Jul 14 2020
ZEW Macro Expectations Bend Lower After Rebound
The three exhibits serve to summarize the thinking, assessments, and history of the ZEW financial experts on the global situation. These exhibits, beginning with the graph, show an extended period of weakening expectations, [...]
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