News
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Jun 10 2019
U.S. Inflation Cycle and More China Stimulus
ECRI’s Achuthan spoke with Bloomberg Daybreak Asia about ECRI’s inflation cycle research, how global slowing preceded the trade war, and why more Chinese stimulus is likely. More
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Feb 26 2019
Trump & Xi Trade, China Outlook, Fed
ECRI's Achuthan joins Bloomberg TV to discuss our high conviction, contrarian views, Brexit, trade tensions and the prospect of hitting Trump’s growth targets. More
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Feb 19 2019
The Fed’s 'First, Do No Harm' Policy Is Harmful
Instead of pausing, the central bank may need to start cutting interest rates to avoid a recession. More
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Jan 28 2019
Turning Points in Global Growth & Market Risk
Global economic growth continues to slow, as ECRI correctly called a year ago, but no recession imminent. More
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Nov 07 2018
Markets Must Decide Which History to Believe
Industrial commodities send up a red flag. More
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Oct 23 2018
U.S. Not Immune to Global Slowdown
The U.S. economy is not as resilient as the headlines suggest, as a number of cycle downturns become clear, including home price growth and broad inflation. More
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Oct 22 2018
Radio Interview: ECRI’s Home Price Downturn Call
ECRI's Achuthan joins Bloomberg Opinion Radio to discuss "Housing Market Is Raising Serious Red Flags." More
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Oct 15 2018
Housing Market Is Raising Serious Red Flags
Real home price growth looks to have already entered a cyclical downturn that is likely to intensify as affordability worsens. More
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Sep 04 2018
ECRI on EM vs. U.S. Growth
Bloomberg TV discussion about how emerging market weakness fits into ECRI’s public global cyclical outlook, including the U.S., and monetary policy. More
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Jul 06 2018
Trade War and Recession Risk
ECRI’s Achuthan joined Bloomberg TV to discuss global trade and recession risk, the Fed and industrial commodities. More
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Apr 26 2018
Interview: Deglobalization and the Fed
ECRI’s Achuthan on a structural retreat of globalization, trade and the Fed. More
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Mar 09 2018
Global Economy's Wile E. Coyote Moment
Groupthink on synchronized global growth upturn in danger of being blindsided by cyclical downturn getting underway. More
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Mar 06 2018
Trade Sanctions and Global Slowdown
ECRI's Achuthan on the slow recognition of the global slowdown, trade sanctions and monetary policy. More
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Jan 25 2018
Trump's Tax Cuts Won't Offset the Impending Slowdown
Everyone's too optimistic about 2018. More
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Jan 22 2018
Cyclical Outlook Diverges from Headlines
Our research shows most are looking the wrong way on economic growth. More
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Dec 13 2017
Tell-Tale Spreads Confirm Slowdown Ahead
The bond market, like ECRI's leading indexes, sees an impending slowdown. More
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Oct 19 2017
Profits Growth Slows with Economy
With P/E multiple expansion unlikely, the focus turns to profits growth. More
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Oct 06 2017
Don't Count on Ever-Growing Corporate Profit
Economic growth is about as good as it gets, and we're on the cusp of a fresh downturn. More
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Aug 25 2017
Finding the Root Cause of Recessions
Two things bear most of the blame: external shocks and economic volatility. More
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Jul 18 2017
All Signs Point to a Cyclical Slowdown in Inflation
Even as central bankers get more hawkish, the data show there's a change underway that the Fed is likely to miss. More
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