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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 29 2011

Focus: The Jobs Recovery — Retrospect and Prospect

In the previous business cycle, manufacturing saw massive structural job losses, while construction saw cyclical job gains — a pattern reversed in the latest business cycle.

Related News & Events

US recession, vicious cycle

Financial Times October 3, 2011

Is the sky really falling? In a business far more forgiving of misguided optimism than the opposite, pundits must be wary of predicting recessions. More

 

Squaring Higher Stocks with Recession

CNBC October 24, 2011

Flashback to an April 2008 interview discussing how ECRI's recession call remained intact despite a rise in stock prices and other data. More