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

 

Turning Points: The Long and Short of It




ECRI presented “Turning Points: The Long and Short of It,” at the 2017 Strategic Investment Conference.

The presentation focuses on turning points directly related to the angst about today’s economy.

• First, two huge turning points in the last couple centuries that form the backdrop for what’s happening today.

• In this century, we’ve been experiencing a very different type of structural shift that defines our growth potential in the coming years.

• Shifting gears, and looking out a couple of quarters, there is a fresh cyclical turning point already in clear sight.

To receive the full presentation with notes via e-mail click here.

Related News & Events

Phillips Curveball

ECRI July 31, 2017

It is the U.S. Future Inflation Gauge – not the Phillips curve – that provides early warning of an inflation upturn. More

 

All Signs Point to a Cyclical Slowdown in Inflation

Bloomberg July 18, 2017

Even as central bankers get more hawkish, the data show there's a change underway that the Fed is likely to miss. More

 

New Interview with Real Vision

Real Vision TV June 16, 2017

ECRI's Achuthan spoke with Real Vision TV about the 2017 cyclical outlook, and more. More

 

Higher Inflation ‘Should Be Celebrated’

The Times June 13, 2017

We ask the experts whether inflation’s dormant years are over and how to handle its return. More

 

Wage Growth Widely Misunderstood

Bloomberg May 8, 2017

Addressing the paradox of falling wage growth as the economy accelerates. More

 

Upcoming Web Interview

Reuters August 4, 2017

ECRI's Anirvan Banerji will be a guest on Reuters' Trading at Noon on Friday, August 4th at 12:00 PM.

 

Related Reports