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A Framework That Provides Clarity

During periods of “low visibility,” confusion reigns: for every indication of one trend, there seems to be a countertrend. The key is to glean from the collective wisdom of reliable leading indicators a clear signal that the economy is headed for a turn.

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Sep 20 2012

Diverging Commodity Currencies

Between the crisis in Europe and the near-zero interest rates in the U.S. and Japan, investors have sought out currencies underpinned by commodity exports.

ECRI’s latest study reveals a marked divergence that has recently arisen between three such currencies: the Australian dollar, the Norwegian krone, and the Russian ruble. Our latest study shows how varying sensitivity to global economic currents may explain the recent divergences and what this implies for their exchange rates going forward.

Related News & Events

The 2012 Recession: Are We There Yet?

ECRI September 13, 2012

Nine months ago we knew that, sitting here today, most people probably would not realize that we are in recession – and we do believe we are in recession. More

 

Recession Update

Bloomberg September 13, 2012

Nine months ago we knew that, sitting here today, most people probably would not realize that we are in recession – and we do believe we are in recession. More

 

London

ECRI October 30, 2012

On October 29 and 30 ECRI principals will be visiting London to meet with professional members.