By: Thierry Malleret | On: September 8, 2015 |

Monthly Barometer’s Forward-Looking Monthly Review: An Interdisciplinary View of our Complex Global Economy

The global economic outlook is becoming increasingly deflationary. The dual collapse in commodity prices and EM currencies, combined with and caused by the sharp deceleration in China, exerts strong deflationary […]

By: Thierry Malleret | On: July 31, 2015 |

Monthly Barometer’s Forward-Looking Monthly Review: An Interdisciplinary View of our Complex Global Economy

 The global economic backdrop of slow and diminishing growth forecasts is being exacerbated by the financial drama occurring in countries as diverse as China and Greece. There is no end […]

By: Thierry Malleret | On: July 2, 2015 |

Monthly Barometer’s Forward-Looking Monthly Review: An Interdisciplinary View of our Complex Global Economy

The macro backdrop for the rest of the year is the following: (1) lower global growth (around 3%) than expected; (2) higher headline inflation prompted by oil base effects, but […]

By: Thierry Malleret | On: June 1, 2015 |

Monthly Barometer’s Forward-Looking Monthly Review: An Interdisciplinary View of our Complex Global Economy

On all fronts, global economic growth remains soft: facing headwinds in the US, tepid in the Eurozone, underwhelming in Japan and decelerating across emerging markets (with exceptions, such as India). […]

By: Thierry Malleret | On: May 4, 2015 |

Monthly Barometer’s Forward-Looking Monthly Review: An Interdisciplinary View of our Complex Global Economy

Many pundits and investors are coming to the realization that we live in a world in which there is too much of too many things. There is too much debt […]

By: Thierry Malleret | On: April 1, 2015 |

Monthly Barometer’s Forward-Looking Monthly Review: An Interdisciplinary View of our Complex Global Economy

As much of the world flirts with deflation or “lowflation”, some pundits turn to Japan to claim “we can happily live with it”. Their rationale: since 2009, Japan has grown […]

By: Thierry Malleret | On: March 1, 2015 |

Monthly Barometer’s Forward-Looking Monthly Review: An Interdisciplinary View of our Complex Global Economy

Although there are multiple takes on the global economic outlook, there is a single determining factor upon which that outlook hinges: the world suffers from over-indebtedness and needs to cure […]

By: Thierry Malleret | On: January 30, 2015 |

A Review of the Most Important Global Events in January by Monthly Barometer

   Yet again and despite the fillip of collapsing oil prices, projections for global growth have been revised downwards – to 3.5% this year and 3.7% in 2016, down from […]

By: Thierry Malleret | On: January 2, 2015 |

A Review of the Most Important Global Events in December by Monthly Barometer

  The combat against lowflation, or possibly deflation, will be by far the greatest economic challenge of 2015. The world economy is now deflation-prone, and in almost all developed economies, […]

By: Thierry Malleret | On: December 1, 2014 |

A Review of the Most Important Global Events in November by Monthly Barometer

  The global economy seems to be afflicted by a sort of languor. The bottom line is this: extraordinarily aggressive monetary policies have failed to deliver robust and sustainable economic […]