Lakshman joins Nejra Cehic and Tom Keene on Bloomberg Surveillance on Friday, August 30th.

China’s “rust belt’ problem

The Chinese cyclical slowdown continues, as they shore up their “rust belt.” Interview clip here: https://t.co/YrVuj4rQFa pic.twitter.com/qNvk9TRxC0

— Lakshman Achuthan (@businesscycle) August 30, 2019

 

Download the updated chart, with comments, here.


The ongoing downturns in U.S. economic growth and inflation

Today's discussion on the worsening U.S. slowdown. Watch here: https://t.co/AEp7XFBRoJ pic.twitter.com/B6MxHtErek

— Lakshman Achuthan (@businesscycle) August 30, 2019

Plunge in core PPI inflation underscores that inflation cycle is the thing to watch. With ECRI’s USFIG still falling, inflation cycle downturn is not going away anytime soon. https://t.co/QcDdAAprYt

— Lakshman Achuthan (@businesscycle) August 9, 2019

Fed is too late with rate cuts

Recession risk is determined not by when the Fed stops rate hikes, but by when it starts a rate cut cycle. Details here: https://t.co/tZW1hGcDsg pic.twitter.com/UkyJTzPNdr

— Lakshman Achuthan (@businesscycle) August 14, 2019

ECRI’s call for a cyclical downturn in employment growth

Central bank failures



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