Understanding Cycles
Watch full interview here.
Lakshman Achuthan sits down with Real Vision for a long-form interview about ECRI's process and updates to our public outlook.
Filmed in New York on December 9, 2019.
Please see below for public statements ECRI has made about our cyclical outlook:
In Sept. 2019 we alerted clients: “nascent upturns in ECRI’s forward looking indicators of global industrial growth are taking shape,” with continued implications for the global PMI and commodity price inflation. More 2019 client calls here: https://t.co/L45TvYPSRN pic.twitter.com/7aFdO5AIDi
— Lakshman Achuthan (@businesscycle) December 24, 2019
Before last Christmas, we refuted recession fears, but added: "[the Fed] *will* become more dovish,” based on our 2018 inflation downturn call, shared privately with clients three months earlier: https://t.co/BtbtlZSR1U. Today, we again disagree with the consensus. pic.twitter.com/7e0DpkKVvZ
— Lakshman Achuthan (@businesscycle) December 23, 2019
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