News
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May 17 2021
Levy Economics Institute
Presentation: The Fed Forgets the FIG, Makes a Virtue of Necessity
Watch ECRI’s Achuthan discuss the wide divide in opinions about inflation and what makes ECRI’s U.S. Future Inflation Gauge different. More
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May 07 2021
Inflation Watch: Why The Fed Is Paying Close Attention To This Chart
The Federal Reserve is closely watching inflation expectations, and investors ought to, too. More
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May 07 2021
Updated Inflation Cycle View
Watch ECRI's discussion yesterday on CNBC Trading Nation regarding the Fed and the U.S. inflation outlook. More
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May 03 2021
From Lumber To TIPS To Bitcoin: 12 Inflation-Hedging Investment Moves
The Federal Reserve says not to worry about the 2.6% jump in the CPI. But the bond market is skeptical and it may be time to get yourself some protection. More
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Apr 02 2021
Cycle Dynamics in Recovery from Covid Crisis
ECRI’s framework, based on objective leading indexes, provides essential insights for cycle risk management as the recovery from Covid evolves. More
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Mar 11 2021
Inflation Cycle & 10-Year Yields
Watch ECRI's discussion on CNBC Trading Nation yesterday regarding the inflation cycle and 10-year treasury yields. More
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Mar 11 2021
Treasury Yield Trend Suggests No Relief From Higher Rates
Even though the benchmark 10-year Treasury note yield touched a one-week low on Wednesday, Lakshman Achuthan believes the path forward is higher. More
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Mar 05 2021
Inflation Cycle View Provides Clarity
Managing cyclical risk means anticipating cyclical swings in economic growth and also inflation, where getting the cyclical direction wrong can be devastating. More
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Jan 29 2021
Smooth Reflation Sailing (For Now...)
Long-form interview sharing our outlook on economic growth, inflation, and markets. More
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Jan 04 2021
2021 Outlook
Watch Lakshman Achuthan's interview on Yahoo Finance regarding the outlook for 2021. More
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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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Oct 26 2020
What Does Our Future Inflation Gauge Tell Us About Inflation Prospects?
Barron's Streetwise Podcast Interview. More
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Oct 15 2020
Inflation Is Making A ‘Pervasive and Persistent’ Comeback
Interview on the inflation cycle, along with consumers spending on goods and services, and business cycle recovery. More
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Aug 29 2019
Inflation Cycle, The Fed and Recession Risks
ECRI's Achuthan joined CNBC's 'The Exchange' to discuss the inflation cycle, Fed and recession risks. More
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Aug 14 2019
Recession Risk, Rate Cuts and the Future Inflation Gauge
Recession risk is determined not by when the Fed stops rate hikes, but by when it starts a rate cut cycle. More
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Jul 31 2019
The Elephant in the Room Forcing the Fed Rate Cut
The inflation cycle downturn leaves the Fed with no option but to cut rates. 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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Jun 07 2019
Inflation, the Fed and the FIG
The Fed and the bond market have both been way behind the curve in anticipating the inflation cycle downturn. ECRI’s U.S. Future Inflation Gauge was far more prescient. More
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May 31 2019
Interview: Disinflation is the Elephant in the Room
ECRI’s Achuthan joined Yahoo Finance to discuss the drop in yields and more. More
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Dec 13 2018
What the Fed is Getting Wrong
The Fed and many market participants don’t really understand that inflation is cyclical. More
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