News
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Sep 01 2019
Central Bank Failures and Recession Risks
Updates to ECRI’s U.S. and China slowdown calls, and monetary policy dilemmas in the context of Grand Experiments launched post-GFC. More
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Aug 30 2019
Worsening U.S. Slowdown
Discussion about the ongoing turns in U.S. economic growth and inflation. More
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Aug 30 2019
China’s “Rust Belt” Problem
The Chinese cyclical slowdown continues, as they shore up their “rust belt.” More
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Aug 29 2019
Inflation Cycle, The Fed and Recession Risks
ECRI's Achuthan joined CNBC's 'The Exchange' to discuss the inflation cycle, Fed and recession risks. More
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Jul 17 2019
Interview: CSX Earnings and Productivity
ECRI's Lakshman Achuthan joined Yahoo Finance to discuss latest U.S. economic news topics. More
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Jul 17 2019
Interview: Using Data to Answer the Recession Question
Highlights of Real Vision discussion on our 2018 downturn call and updated public outlook. More
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Jul 16 2019
China and G7 Inflation
ECRI spoke with Bloomberg Daybreak Asia, about global industrial growth, inflation and China’s stimulus. More
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Jul 11 2019
Earning Growth Outlook Plunges
Earnings growth is highly sensitive to cycles in economic growth, so every cyclical slowdown sees a plunge in earnings growth. More
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Jul 08 2019
Interview: What will the Fed do?
"Elephant in the room" remains the inflation cycle downturn. More
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Jun 15 2019
Should the Fed Cut Rates in June?
ECRI’s research suggests the Fed should have begun a rate cut cycle last September. More
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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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Jun 07 2019
Inflation, the Fed and the FIG
The Fed and the bond market have both been way behind the curve in anticipating the inflation cycle downturn. ECRI’s U.S. Future Inflation Gauge was far more prescient. More
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May 31 2019
Interview: Disinflation is the Elephant in the Room
ECRI’s Achuthan joined Yahoo Finance to discuss the drop in yields and more. More
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Apr 26 2019
Industrial Commodities and the Canadian Loonie
ECRI’s Achuthan discusses global growth prospects, commodity price inflation and the Canadian loonie. More
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Apr 25 2019
Market Optimism and the Hard Data
ECRI's Achuthan joins CNBC to discuss the U.S. slowdown and how the hard economic data shows slowing growth. More
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Mar 30 2019
Full RV Interview: ECRI Slowdown Call, Process & Current Outlook
30-minute interview on ECRI’s 2018 slowdown call, our process, and updates to our outlook. More
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Mar 20 2019
Interview: Cycling Into Slowdown
Highlights of Real Vision discussion on our 2018 slowdown call, the ECRI process, ECRI insights, and updates to the outlook. More
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Mar 16 2019
The Canary in the Semiconductor-chip Fab
ECRI’s leading indexes, which anticipate turning points in semiconductor shipment growth, clearly predicted this collapse. 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 21 2019
Fed Pivot and ECRI Leading Indexes
ECRI's Achuthan joins CNBC's Closing Bell to discuss the Fed, ECRI’s leading indexes, and the risk of a U.S. recession. More
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