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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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May 30 2013

The Yo-Yo Years and Inflation in Asia

Lately there has been much talk of a Japanese economic revival amid its unprecedented monetary easing. At the same time, there has been a lot of concern about divergent patterns in growth and inflation in the region, and whether “Abenomics” will actually fix Japan’s deflationary problems, which are both cyclical and structural in nature.

ECRI’s latest report examines the competing influences on Japan’s economic and inflation cycles, and whether its growth prospects are diverging from nearby nations after all.

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What Wealth Effect?

ECRI May 31, 2013

The latest drop in consumer spending is consistent with the recessionary plunge in yoy U.S. import growth into negative territory. More