News
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Aug 18 2020
Leading Indexes Show Where Consumer is Headed
Interview on ECRI’s high-frequency leading indexes objectively reveal what comes next for global industrial growth outlook and the U.S. consumer. More
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Aug 13 2020
Gold is Not All that Glitters
Gold grabs the headlines, but Copper has truly been on a tear. More
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Aug 03 2020
PMIs Up In Line with Earlier Forecast
Manufacturing PMIs again confirm our May upturn call. More
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Jul 15 2020
Recovery from Recession and Risk of Fresh Slowdown
Interview on recession, recovery and the risk of a fresh slowdown. More
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Jul 15 2020
Are We in the Beginning of A New Downturn? Well...
It may be two steps forward, one step back along the way. More
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Jul 06 2020
Cyclical Fundamentals to the Upside
"This weekly leading index objectively in an apolitical way tells us what do all these positives and negatives. So far, so good." More
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Jun 24 2020
Biggest Risk for Markets
Interview on recession severity and the biggest risk for markets. More
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Jun 24 2020
Interview: Short Recession Call Revisited
A review of ECRI’s April 2020 public short recession call, and updated questions and answers. More
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Jun 24 2020
Yes, We're in a Recession. But the Market's Rally Still Makes Perfect Sense
With the economy officially in the deepest recession in living memory, the stock market's ongoing rally can seem baffling. More
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Jun 13 2020
Why a Ruinous Recession and Soaring Stocks Make Perfect Sense
A rising equity market historically leads an upturn in the business cycle. More
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Jun 09 2020
Recession Started in Feb., But What's Next
ECRI's Lakshman Achuthan joined Yahoo Finance to discuss the dating of recession, and the outlook for a near-term recovery. More
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Jun 09 2020
Recession and (Yes) Recovery
Interview on markets and two recovery scenarios. More
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Jun 05 2020
Employment Dives Followed by Solid Uptick
The question is when that virtuous cycle will begin to gain traction. This is where good leading indexes – not politics, epidemiology, or therapeutics – are critical to watch. More
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Jun 04 2020
A Recovery Call that is Still Contrarian
History repeats itself. As ECRI’s Weekly Leading Index points to recovery, the Conference Board’s LEI and the OECD’s CLI keep falling. More
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Jun 04 2020
Two Key Recovery Scenarios and Markets
Interview on recession end, markets and the 2001-03 vs. 2009-10 recovery scenarios. More
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Jun 03 2020
Market’s Make Or Break Moment In One Chart
Drawing parallels to the opposing 2001 and 2009 recoveries. More
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May 29 2020
Weekly Leading Index Increases
ECRI's U.S. Weekly Leading Index growth rate rises further to -25.1%. More
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May 27 2020
The Stock Market and Consumer Sentiment Are Telling Different Stories
Stocks have rebounded off March lows, while sentiment is near the lowest level in nearly a decade. 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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