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

- Will there be disinflation before secular inflation?
- Global Manufacturing PMI & Industrial Growth cycles
- Post GFC – when does national debt becomes problematic?
- Commodities – what to expect cyclically
- Outlook on precious metals
- Does the downturn in economic cycle call for recession?

Download accompanying deck and full transcript here

MacroVoices @ErikSTownsend and @PatrickCeresna welcome @businesscycle to the show to discuss how the risk of an economic cycle downturn is heightened now and how that would translate for the stock market. Then @ttmygh joins the postgame discussion.https://t.co/IkpA4D1x2j pic.twitter.com/Xh0wEJ68NA

— MacroVoices Podcast (@MacroVoices) August 12, 2021

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