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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.


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