Markets Must Decide Which History to Believe

Industrial commodities send up a red flag. More

Eurozone: Growth Downturn, Inflation Upturn No Surprise

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

�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

Debt Alarm Ringing

The combined debt of the US, Eurozone, Japan, and China has increased more than ten times as much as their combined GDP growth over the past year. More

Is The U.S. Economy Slowing?

If the U.S. economy is slowing, who is going to be blamed? More

Economic Cycles & Stock Price Corrections

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

Damned Lies and Statistics

With GDP growth over 4% and the jobless rate under 4% people feel pretty good, but the last two times we saw this combination, in 2000 and way back in 1969, a recession was less than a year away. More

U.S. Not Immune to Global Slowdown

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

ECRI's Achuthan joins Bloomberg Opinion Radio to discuss "Housing Market Is Raising Serious Red Flags." More

Achuthan joined Grant�s podcast to discuss ECRI�s cyclical worldview on inflation, home prices, EM and more. More

Worst Home Price Outlook Since 2009

A home price downturn is much more than a possible risk. More

Housing Market Is Raising Serious Red Flags

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

Home Price Growth Downturn

Achuthan joined CNBC to discuss ECRI�s home price downturn call, the wealth effect, and borrowing vs. growth. More

Interview on Jobs Report, Wage Growth & Trade Sanctions

Achuthan discussed jobs report and how wage growth rising is consistent with a stealth slowdown in economic growth. Trade sanctions are also discussed. More

ECRI on EM vs. U.S. Growth

Bloomberg TV discussion about how emerging market weakness fits into ECRI�s public global cyclical outlook, including the U.S., and monetary policy. More

Will the Flattening Yield Curve Lead to Recession?

In contrast to the latest robust GDP readings, ECRI�s broader U.S. Coincident Index is below last October�s peak. More

Managing the Risk of Equity Corrections

ECRI's Achuthan on CNBC to discuss how equity correction risk rises during cyclical slowdowns in economic growth. More

Outsized Gains for Least Educated Limits Wage Growth

The Employment/Population ratio for those without a high school diploma has never been higher. More

"The bottom line takeaway is that this growth is not sustainable and it will slow in the second half of the year,"� said Lakshman Achuthan. More

Stealth Slowdown Unfolding

The U.S. consumer is under pressure, and it�s getting worse. More