News
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Mar 31 2017
EM: From Ugly Ducklings to Swans
Emerging economies, whose prospects were widely panned, are now the market darlings. More
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Mar 16 2017
New Cycle Dates Determined for Russia and Australia
New Russian and Australian cycle dates. More
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Mar 15 2017
Fed Not Crying Wolf
In early 2017 many expected the Fed to, yet again, over-promise and under-deliver on rate hikes. ECRI warned otherwise. More
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Mar 10 2017
Interview on U.S. Jobs, Fed & ECB
Lakshman Achuthan's Reuters interview on U.S. Jobs, the Fed and ECB. More
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Mar 10 2017
U.S. Future Inflation Gauge Rises
The USFIG inched up further in February, staying in a cyclical upswing. More
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Mar 08 2017
Cyclical Outlook Good, But Sustained 3-4% GDP Growth Unlikely
Interview highlights on near-term outlook, and specific items that need to improve for faster sustained growth. More
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Mar 08 2017
ECB Risks Inflation Surprise
The Eurozone Future Inflation Gauge shows that the ECB is falling behind the curve. More
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Mar 06 2017
ECB Mistaking Structural for Cyclical
In sustaining massive amounts of QE, the ECB overlooks the reality that much of the labor market's problems are structural. More
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