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A Framework That Provides Clarity

During periods of “low visibility,” confusion reigns: for every indication of one trend, there seems to be a countertrend. The key is to glean from the collective wisdom of reliable leading indicators a clear signal that the economy is headed for a turn.

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Trump & Xi Trade, China Outlook, Fed

Bloomberg February 26, 2019

ECRI's Achuthan joins Bloomberg TV to discuss our high conviction, contrarian views, Brexit, trade tensions and the prospect of hitting Trump’s growth targets. More