News
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Dec 23 2015
Updated: The Myth of Consumer-Driven Growth
The premise of a consumer-driven pickup in U.S. economic growth is demonstrably false. More
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Dec 17 2015
Interview on Implications of Fed Rate Hike
ECRI's Lakshman Achuthan joined Ali Velshi to discuss the implications of the Fed rate hike. More
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Dec 16 2015
U.S. Coincident Index Growth Rate at 21-Month low
The USCI year-over-year growth rate slipped to 2.7%, a 21-month low. More
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Dec 15 2015
New Business Cycle Trough Date Determined for Italy
New Italian business cycle trough date. 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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Dec 04 2015
U.S. Inflation Gauge Slips
While staying a little above its springtime low, the USFIG fell further below its earlier highs. More
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Dec 04 2015
Eurozone price pressure ticks up but remains muted
Prices will rise only moderately in coming months, according to the latest EZFIG, as the ECB just cut interest rates and announced an extension of its monthly asset purchase program. More
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Dec 02 2015
Macroeconomic Sightings
The U.S. slowdown has lasted all year. How much worse it will get is the $64,000 question. More
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