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.



Recall Last May

"As if to underline the Fed's downbeat assessment (which was echoed by the International Monetary Fund), the Economic Cycle Research Institute's U.S. weekly leading indicator has deteriorated to negative 6.7% growth rate, the worst since this indicator began to roll over in early May."

Read the full article in Barron's.

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