Disentangling Cyclical from Structural
On January 6th ECRI's Lakshman Achuthan gave a talk in Hong Kong titled, "Disentangling Cyclical from Structural".
Click here for a PDF file of the presentation slides including notes.
A Framework That Provides Clarity
During periods of “low visibility,” confusion reigns: for every indication of one trend, there seems to be a countertrend. The key is to glean from the collective wisdom of reliable leading indicators a clear signal that the economy is headed for a turn.
On January 6th ECRI's Lakshman Achuthan gave a talk in Hong Kong titled, "Disentangling Cyclical from Structural".
Click here for a PDF file of the presentation slides including notes.
Pre-election U.S. cycle upturn is holding, but a different cyclical downturn is coming into focus. More
Presentation slides & notes presented at this week's Minsky conference. More
In sustaining massive amounts of QE, the ECB overlooks the reality that much of the labor market's problems are structural. More
Cycle calls for inflation and growth extend into New Year. More
December 19, 2016
Full Report: U.S. Essentials