News
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Apr 10 2017
Incredible Rush to Exceptional India
Markets are catching up to the "Exceptional India" call ECRI made last September. More
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Apr 07 2017
Jobs, Inflation & the Fed
Jobs data in context of cyclical upturn in growth and inflation. More
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Apr 07 2017
U.S. WLI Edges Up
U.S. Weekly Leading Index edged up, as its growth rate eased. More
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Apr 07 2017
Jobless Rates Show Cyclical Revival, Structural Slack
Joblessness hasn't been lower since before the Great Recession. More
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Apr 07 2017
U.S. Future Inflation Gauge Near 8 3/4 year high
"While the USFIG dipped in March, it remains in a cyclical upswing, and close to February's 8 3/4 year high." More
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Apr 05 2017
'Ancient History' Cannot Deny Cycle Upturn
People still conflate old news on structural problems with the cyclical outlook. More
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Apr 03 2017
Interview: NAFTA & Jobs
ECRI on MSNBC discussing NAFTA & Jobs. More
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Mar 31 2017
U.S. WLI Edged Down
U.S. Weekly Leading Index growth rate decreases. More
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Mar 31 2017
EM: From Ugly Ducklings to Swans
Emerging economies, whose prospects were widely panned, are now the market darlings. More
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Mar 24 2017
U.S. WLI Decreased
U.S. Weekly Leading Index growth rate ticked down. More
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Mar 17 2017
U.S. WLI Ticked Up
U.S. Weekly Leading Index growth rate edged down. More
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Mar 16 2017
New Cycle Dates Determined for Russia and Australia
New Russian and Australian cycle dates. More
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Mar 15 2017
Fed Not Crying Wolf
In early 2017 many expected the Fed to, yet again, over-promise and under-deliver on rate hikes. ECRI warned otherwise. More
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Mar 14 2017
U.S. WLI Monthly Unchanged
WLI monthly level was unchanged at 143.1, growth rate fell to 10.0%. More
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Mar 10 2017
Interview on U.S. Jobs, Fed & ECB
Lakshman Achuthan's Reuters interview on U.S. Jobs, the Fed and ECB. More
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Mar 10 2017
U.S. WLI Edged Down
U.S. Weekly Leading Index level edged down to 144.9, the growth rate decreased to 9.5%. More
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Mar 10 2017
U.S. Future Inflation Gauge Rises
The USFIG inched up further in February, staying in a cyclical upswing. More
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Mar 08 2017
Cyclical Outlook Good, But Sustained 3-4% GDP Growth Unlikely
Interview highlights on near-term outlook, and specific items that need to improve for faster sustained growth. More
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Mar 08 2017
ECB Risks Inflation Surprise
The Eurozone Future Inflation Gauge shows that the ECB is falling behind the curve. More
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Mar 06 2017
ECB Mistaking Structural for Cyclical
In sustaining massive amounts of QE, the ECB overlooks the reality that much of the labor market's problems are structural. More
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