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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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Jobs Report & the Fed


ECRI's Lakshman Achuthan joined CNBC this afternoon to discuss the jobs data and how it may be recieved by the Fed as they consider next steps.

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A Convenient Smokescreen

ECRI October 2, 2014

A summary measure of Yellen’s 24-indicator “dashboard” contains virtually no information that cannot be gleaned from the jobless rate alone. More

 

The Fear of Wages Is Dead

ECRI August 29, 2014

A keystone of current market complacency is the growing conviction that, with wage growth flagging, the Fed will not hike rates sooner or faster than expected. More

 

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