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Podcast: Economic Cycles, Inflation and Recovery Update

ECRI’s Lakshman Achuthan joined Erik Townsend and Patrick Ceresna of MacroVoices to discuss:

- All-time highs in the stock market despite the pandemic – what cycle does this reflect?
- What cycle is driving the recovery?
- How to manage cycle risks
- What does USFIG (U.S. Future Inflation Gauge) suggest comes next?
- When to expect secular inflation based on leading indicators
- What cycles tell us about the recent upside in the stock market



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