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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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U.S. Not Immune to Global Slowdown


Bloomberg Daybreak Asia speaks with ECRI’s Achuthan about ECRI’s U.S. slowdown call, including housing and inflation downturn calls, and some China related details.

Achuthan also explains that a global cyclical slowdown was already underway before trade sanctions arrived (watch Jan. 2018 interview), delivering a one-two punch.

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Damned Lies and Statistics

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Worst Home Price Outlook Since 2009

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