News
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Mar 05 2020
Impact of Mass School Closings
Discussion on how mass school closings would effect the economy if they come to pass. More
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Mar 03 2020
We're on the Road to Japanification
Oblivious of the economy’s current cyclical resilience, the Fed cut rates today, depleting the precious ammo it will need when recession truly threatens. More
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Jan 28 2020
Coronavirus Impact on Commodity Price Outlook
Industrial commodity price inflation, which had been pretty beaten down, started a cyclical upturn some months ago. More
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Jan 16 2020
Global Industrial Growth Supports Commodities
Industrial commodity price inflation, which is still pretty beaten down, is starting a cyclical upturn on the back of better global industrial growth. More
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Jan 16 2020
Upside for Industrial Commodity Inflation
Cyclical upturn in industrial commodity inflation. More
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Jan 13 2020
Interview on Jobs and Markets
Growth in total hours worked has slowed to its weakest reading since 2010. More
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Dec 31 2019
Understanding Cycles
RealVision discussion on ECRI’s process and updates to the public outlook. More
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Dec 13 2019
What Makes ECRI Different and Our Updated Public Outlook
RealVision interview on the ECRI process and updates to our public outlook. 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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Oct 09 2019
Consumer Spending Growth Slowing
The downturn in consumer spending growth fits with the jobs growth slowdown. More
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Oct 02 2019
ISM Mfg, Jobs & Consumer
ISM Mfg at worst reading since June 2009 underscores that the slowdown ECRI predicted long ago is worse than analysts expected. 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 05 2019
Jobs Growth Prospects Dim
Leading Employment Index growth, which nailed the current jobs slowdown, has fallen sharply. 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
China’s “Rust Belt” Problem
The Chinese cyclical slowdown continues, as they shore up their “rust belt.” More
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