News
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Dec 31 2020
2021 Look Ahead
We know that the bears are hibernating, but trees don't grow to the sky. More
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Jun 09 2020
Recession and (Yes) Recovery
Interview on markets and two recovery scenarios. More
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May 14 2020
Recession, Recovery, Demand Destruction and Cyclical Risks
Interview on recession, recovery, demand destruction, cyclical risks and what happens next. More
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May 14 2020
Cyclical Risks and Contrarian Calls (Radio Interview)
Discussing the outlook, cyclical risks and contrarian calls. More
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Jan 22 2020
Hard Data Defies Confident Consensus
Weakening sales trends and wage growth underscore a sustained slowdown in spending. More
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Nov 11 2019
Forward-Looking Data Up, ECRI Says
Prospects of a global industrial growth upturn. More
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Nov 11 2019
Eurozone Growth Upturn
Interview on ECRI’s early summer call that Eurozone growth would turn up, and how that relates to the prospect of a global industrial growth upturn. More
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Sep 27 2019
Eurozone Looking Better
People are convinced that the Eurozone is going into recession, but our work reveals that’s too pessimistic because it’s too simplistic. More
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Sep 25 2019
Japan Recession Risk
While many countries around the world are fighting global trade headwinds, it’s much worse for Japan. More
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Sep 24 2019
Cyclical Upturn in India
From a cyclical perspective India is looking better, with ECRI’s leading indexes showing a trough in the current slowdown. More
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Sep 24 2019
The U.S. Jobs Slowdown is Important
U.S. jobs growth, already at an 8-year low, will keep falling, undermining consumer spending. More
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Sep 23 2019
Industrial Slowdown Grips China and the U.S.
Despite the ups and downs of trade talks, the global industrial growth continues with knock-on effects for China and the U.S. More
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Sep 13 2019
An Upturn In India’s Growth Cycle Is In The Offing
The ECRI’s forward-looking leading indicators on India’s economic cycle tell us that there is a bottoming-out of growth that is in the offing. More
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Sep 01 2019
Central Bank Failures and Recession Risks
Updates to ECRI’s U.S. and China slowdown calls, and monetary policy dilemmas in the context of Grand Experiments launched post-GFC. More
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Aug 30 2019
Worsening U.S. Slowdown
Discussion about the ongoing turns in U.S. economic growth and inflation. More
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Aug 30 2019
Surveillance Podcast: Global Slowdown and Trade War
ECRI's Achuthan joins Bloomberg Surveillance Podcast to discuss global slowdown and U.S.-China trade war. More
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Aug 30 2019
China’s “Rust Belt” Problem
The Chinese cyclical slowdown continues, as they shore up their “rust belt.” More
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Jul 16 2019
China and G7 Inflation
ECRI spoke with Bloomberg Daybreak Asia, about global industrial growth, inflation and China’s stimulus. More
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Jul 08 2019
Monthly Jobs Surveys May Overshoot Gains
Lakshman Achuthan joined Bloomberg Radio to discuss ECRI's latest opinion piece. More
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Jul 05 2019
The Myth of the Tight U.S. Labor Market
Jobs growth is substantially slower than the headline employment data indicate. More
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