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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.

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ECRI on EM vs. U.S. Growth


Watch ECRI’s Lakshman Achuthan’s interview with Bloomberg TV discussing the global industrial slowdown, emerging market developments, and how the stealth U.S. slowdown plays into trade negotiations. Fed policy and windows of vulnerability are also discussed in the context of ECRI’s cyclical framework.

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ECRI’s Inflation Downturn Call

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Housing Market Is Raising Serious Red Flags

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Real home price growth looks to have already entered a cyclical downturn that is likely to intensify as affordability worsens. More

 

Home Price Growth Downturn

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Will the Flattening Yield Curve Lead to Recession?

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Managing the Risk of Equity Corrections

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ECRI's Achuthan on CNBC to discuss how equity correction risk rises during cyclical slowdowns in economic growth. More