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.
If the U.S. economy is slowing, who is going to be blamed? More
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
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
Achuthan joined Grant’s podcast to discuss ECRI’s cyclical worldview on inflation, home prices, EM and more. More
A home price downturn is much more than a possible risk. More
ECRI's Achuthan on CNBC to discuss how equity correction risk rises during cyclical slowdowns in economic growth. More
September 12, 2018
Full Report: U.S. Focus
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