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

by Thierry Malleret | Mar 1, 2015 | Weekly Market Update

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 its addiction to credit. According to a recent McKinsey report, global...

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

by Thierry Malleret | Jan 30, 2015 | Weekly Market Update

   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 respectively 3.8% and 4% last October (IMF). The largest growth downgrades concern Russia...

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

by Thierry Malleret | Jan 2, 2015 | Weekly Market Update

  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, inflation is below target. If inflation expectations were to ease...

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

by Thierry Malleret | Dec 1, 2014 | Weekly Market Update

  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 growth. Japan and the Eurozone are stuck in the mire, and although in the...

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

by Thierry Malleret | Nov 3, 2014 | Weekly Market Update

  The IMF meeting earlier this month was in somber mood. In the words of its managing director, Christine Lagarde, the global economic recovery is “brittle, uneven and beset by risks”. This suggests that the idea that global growth will be structurally low and...
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    June 5, 2025
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