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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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Jan 02 2014

Export Prospects for Key Asian Economies

Over the last four decades, the major Asian economies have undergone massive transformations, changing from relatively underdeveloped and economically isolated economies into highly export-oriented ones. Their export prowess has been a key source of economic prosperity, but it also has made them more susceptible to the cyclical ups and downs of the global economy. In addition, the development of global supply chains, and the clear shift in these major Asian economies towards early-stage goods exports, has left them greatly exposed to the Bullwhip Effect, resulting in vulnerability to fluctuations in end-consumer demand in developed economies.

Amid growing confidence that the global economy is finally on a recovery track, ECRI’s latest export outlook for China, India, Japan, Korea and Taiwan, based on our leading exports indexes, tells us if their exports will conform to expectations.








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Becoming Japan: Update

ECRI December 11, 2013

The ECB rate cut was spurred by a “surprise” drop in Eurozone inflation in Oct. But, U.S. inflation was even lower then, and the Fed’s key inflation measure fell further below its 2% target. More