News
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May 08 2017
Wage Growth Widely Misunderstood
Addressing the paradox of falling wage growth as the economy accelerates. More
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Jan 05 2017
Interview on Cyclical Growth & Inflation Outlook
Lakshman Achuthan discusses cyclical prospects for the global economy. More
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Oct 17 2016
The Next Recession Is Coming. Big Deal.
You have to hand it to economists -- they say the darndest things. More
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Sep 19 2016
Interview on Fed Models, and an Esoteric Long Leading Index
More detail on ECRI's growth rate cycles, and the global outlook. More
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Sep 16 2016
Cyclical Update
Growth, inflation and policy challenges. More
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Jul 13 2016
Interview: Cyclical Outlook vs. Structural Problems
Just because a U.S. recession isn't right at hand, doesn't mean it's off the table. More
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Jun 30 2016
A Sober Economy Can Handle the Brexit Hit
One of the main signs of the health of the global and U.S. economies is its ability to absorb a blow, and shake it off. More
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May 09 2016
Bloomberg Interview Summary
Stagflation "lite," as slower growth persists. More
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Feb 22 2016
Bloomberg Interview Highlights
14 minute clip of today's Bloomberg TV interview; discussing Fed's mandate, consensus expectations, and three grand economic experiments at risk of failing. More
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Dec 10 2015
Full Bloomberg TV Interview
Key takeaways from Bloomberg TV interview: Cyclical Slowdown, Oversupply Overwhelming Demand and Reality of Inventory Build. More
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Dec 08 2015
Interview Part 3, Reality of Inventory Build
Inventories have risen steadily, but sales have been falling since the summer of 2014. More
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Dec 08 2015
Interview Part 2, Oversupply Overwhelming Demand
Post-GFC stimulus has resulted in massive oversupply. More
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Dec 08 2015
Interview Part 1, Cyclical Slowdown
How to discern noise from cyclical direction. More
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Nov 24 2015
Key Points from Interview on Cyclical Outlook
A full-blown rate hike cycle — beyond the effective tightening already seen — looks questionable. More
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Oct 05 2015
Three Point Summary of Today's Discussion on Bloomberg
Discussing the U.S. slowdown, World export price deflation and the Fed's Phillips curve approach. More
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Sep 10 2015
Three Highlights from Bloomberg Interview
Discussing the U.S. slowdown, "full employment," and world export price deflation. More
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Jul 01 2015
Low Trend Growth, Productivity Hopes, and the Outlook
How long-term growth trends in productivity and hours worked help explain the long-term decline in trend growth ECRI first identified in 2008, pre-Lehman. More
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May 11 2015
Oil Price Volatility, Recessions, U.S. Outlook
ECRI's Lakshman Achuthan joined Bloomberg TV to discuss ECRI's recession call, the implications of oil price volatility, the two-speed economy in the U.S., and more. More
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May 08 2015
Oil Price Volatility and Recessions
ECRI's Lakshman Achuthan joined Bloomberg TV this morning to discuss ECRI's recession call and the implications of oil price volatility. More
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Feb 24 2015
Cattle Hides Instead of Entrails as Omens of Economy
The JoC-ECRI index shows that the slump in industrial commodity prices is a lot broader than just oil, suggesting weakness of demand. More
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