News
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Nov 22 2017
China Data Disappoints, As ECRI Expected
Markets were disappointed by Chinese data this week, but ECRI's September reporting warned of this very outcome. More
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Nov 15 2017
Inflation Cycle Locked Into Downturn
ECRI was warning of the inflation downturn when the Fed was celebrating its midyear 'Mission Accomplished' moment. More
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Nov 13 2017
As China Takes Center Stage In The World, It May Be Time To Buy
China's share of global GDP is growing while the United States' share of global purchasing power has been declining. More
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Nov 08 2017
Why So Many (in the West) Are Pissed Off
Is what ails the U.S. someone else's fault? History says no. More
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Nov 06 2017
Nowcasts and Consensus Forecasts
Are they useful? Not at turning points. More
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Nov 03 2017
Wage Inflation Puzzle on Full Display
We're approaching generational lows in unemployment, yet wage inflation is falling. More
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Nov 03 2017
Average Hourly Earnings Falls, But It's Not What It Seems
Why has wage growth fallen? More
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