Contact

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.

News

 

ECRI’s Inflation Downturn Call


On Thursday, October 11, Lakshman Achuthan joined Jim Grant’s Current Yield Podcast to discuss ECRI’s:

- Contrarian U.S. inflation downturn call (clients Jul/Aug '18)
- Home price growth downturn call (clients Jul '18)
- View on Emerging Markets, including China
- Cyclical Framework

Grant’s has highlighted ECRI’s out of consensus views before:

August 2016 – U.S. inflation upturn call

September 2009 – March 2009 U.S. recovery call intact, no double dip
   
For information on ECRI professional services please contact us.

VIEW THIS ARTICLE ON GRANT'S

Related News & Events

Is The U.S. Economy Slowing?

New York Post October 25, 2018

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

 

Economic Cycles & Stock Price Corrections

ECRI October 24, 2018

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

Mauldin Economics October 23, 2018

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

Bloomberg October 23, 2018

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

 

Worst Home Price Outlook Since 2009

ECRI October 15, 2018

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

 

Managing the Risk of Equity Corrections

CNBC August 31, 2018

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

 

Related Reports