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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 Insights

The Yo-Yo Years

ECRI March 1, 2012

The convergence of two cyclical patterns virtually dictates an era of more frequent recessions in developed economies. As a result, and because of the Bullwhip Effect, growth in developing economies is going to be jerked around more than people think, making for a good deal of cyclical economic contagion. In other words, we are now in the yo-yo years.

 

Related News & Events

Auf der Suche nach der Rezession in den USA

Neue Zürcher Zeitung August 24, 2012

Die US-Wirtschaft quält sich gemessen am BIP langsam voran. Manche Beobachter meinen mit Blick auf einen breiteren Zahlenkranz jedoch, eine milde Rezession in den USA habe bereits begonnen. More