News
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Jul 31 2019
The Elephant in the Room Forcing the Fed Rate Cut
The inflation cycle downturn leaves the Fed with no option but to cut rates. 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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Jul 08 2019
Monthly Jobs Surveys May Overshoot Gains
Lakshman Achuthan joined Bloomberg Radio to discuss ECRI's latest opinion piece. More
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Jul 06 2019
US-China Feud Is Accelerating The Biggest Shift In Trade Since The Cold War, Away From Globalisation
Trend described as ‘deglobalisation’ and ‘balkanisation’ is leading to shorter supply chains as companies try to keep up with more sophisticated consumer demand. More
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Jul 05 2019
Great Headlines Mislead On Jobs
The headlines paint an overly rosy picture of the state of the labor market, after having exaggerated last year’s job growth. More
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Jul 05 2019
The Myth of the Tight U.S. Labor Market
Jobs growth is substantially slower than the headline employment data indicate. More
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Jul 01 2019
Notes from Spain
Fast fashion is the new model for all sorts of trade under deglobalisation. More
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