Bruno Cavalier

Seeking a disturbance in the force

The business climate took a more worrying turn in June. Almost all business confidence indicators declined, sharply in some instances, but none of them is yet into recession territory. In order to confirm the negative signals, we look at a raft of high-frequency indicators for discontinuity that could portend a downturn. Most of these indicators show that the US economy remains resilient to shocks, but two are trending negatively: new mortgages and new jobless claims. In both cas...
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Bruno Cavalier

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