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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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Related News & Events

Macroeconomic Sightings

Grant's December 2, 2015

The U.S. slowdown has lasted all year. How much worse it will get is the $64,000 question. More

 

Key Points from Interview on Cyclical Outlook

Bloomberg November 24, 2015

A full-blown rate hike cycle — beyond the effective tightening already seen — looks questionable. More

 

Flashback to “Simple Math: ½% + ½% = 1%”

ECRI November 20, 2015

The Fed has acknowledged what we have been saying – that simple math shows trend US GDP growth heading toward 1%. More

 

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