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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

US-China Feud Is Accelerating The Biggest Shift In Trade Since The Cold War, Away From Globalisation

South China Morning Post July 6, 2019

Trend described as ‘deglobalisation’ and ‘balkanisation’ is leading to shorter supply chains as companies try to keep up with more sophisticated consumer demand. More

 

Great Headlines Mislead On Jobs

ECRI July 5, 2019

The headlines paint an overly rosy picture of the state of the labor market, after having exaggerated last year’s job growth. More

 

Should the Fed Cut Rates in June?

CNBC June 15, 2019

ECRI’s research suggests the Fed should have begun a rate cut cycle last September. More

 

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