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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

Eurozone: Growth Downturn, Inflation Upturn No Surprise

ECRI November 1, 2018

By mid-summer ECRI was forecasting a slowdown in Eurozone growth, just the opposite of ECB expectations. That forecast is now a fact. More

 

Why Trump May Be Right About the Fed

Barron's October 27, 2018

“The biggest risk is the Fed,” President Trump charged again last week. Meanwhile, ECRI analysis points “It’s a full-blown downturn, pointing to a further decline in inflation pressures.” More

 

Economic Cycles & Stock Price Corrections

ECRI October 24, 2018

With at least one equity price correction during every economic slowdown, knowing where you are in the economic cycle is critical to managing portfolio risk. More

 

U.S. Not Immune to Global Slowdown

Bloomberg October 23, 2018

The U.S. economy is not as resilient as the headlines suggest, as a number of cycle downturns become clear, including home price growth and broad inflation. More

 

Housing Market Is Raising Serious Red Flags

Bloomberg October 15, 2018

Real home price growth looks to have already entered a cyclical downturn that is likely to intensify as affordability worsens. More

 

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