News
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Nov 17 2017
Weekly Leading Index Ticks Down
U.S. Weekly Leading Index growth eases. More
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Nov 15 2017
Inflation Cycle Locked Into Downturn
ECRI was warning of the inflation downturn when the Fed was celebrating its midyear 'Mission Accomplished' moment. More
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Nov 13 2017
As China Takes Center Stage In The World, It May Be Time To Buy
China's share of global GDP is growing while the United States' share of global purchasing power has been declining. More
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Nov 10 2017
Weekly Leading Index Slips
U.S. Weekly Leading Index growth virtually unchanged. More
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Nov 08 2017
Why So Many (in the West) Are Pissed Off
Is what ails the U.S. someone else's fault? History says no. More
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Nov 06 2017
Nowcasts and Consensus Forecasts
Are they useful? Not at turning points. More
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Nov 03 2017
Wage Inflation Puzzle on Full Display
We're approaching generational lows in unemployment, yet wage inflation is falling. More
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Nov 03 2017
Average Hourly Earnings Falls, But It's Not What It Seems
Why has wage growth fallen? More
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Nov 03 2017
Weekly Leading Index Ticks Up
U.S. Weekly Leading Index growth rises. More
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Oct 30 2017
U.S. Economy Grew at a 3% Rate
"Some people may think we are in the seventh or eighth inning of this expansion... there is no fundamental reason an economic expansion cannot last for 20 innings or longer." More
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Oct 27 2017
Weekly Leading Index Decreases
U.S. WLI growth edges up. More
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Oct 20 2017
Weekly Leading Index Rises
U.S. Weekly Leading Index growth increases. More
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Oct 19 2017
Profits Growth Slows with Economy
With P/E multiple expansion unlikely, the focus turns to profits growth. More
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Oct 18 2017
RBI's Monetary Policy Minutes
Minutes of the monetary policy committee meeting. More
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Oct 13 2017
Consensus Plays Catch Up to Our Global Growth Call
Last February we declared the global outlook to be the brightest since 2010. More
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Oct 13 2017
Weekly Leading Index Edges Up
U.S. Weekly Leading Index growth ticks up. More
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Oct 06 2017
Weekly Leading Index Increases
U.S. Weekly Leading Index growth rate ticks up. More
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Oct 06 2017
Don't Count on Ever-Growing Corporate Profit
Economic growth is about as good as it gets, and we're on the cusp of a fresh downturn. More
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Sep 29 2017
Weekly Leading Index Edges Up
U.S. Weekly Leading Index growth rate slips to a 79-week low. More
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Sep 22 2017
Weekly Leading Index Growth at Zero
U.S. Weekly Leading Index was unchanged, but the growth rate fell to a 78-week low. More
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