ECRI’s Inflation Downturn Call
On Thursday, October 11, Lakshman Achuthan joined Jim Grant’s Current Yield Podcast to discuss ECRI’s:
- Contrarian U.S. inflation downturn call (clients Jul/Aug '18)
- Home price growth downturn call (clients Jul '18)
- View on Emerging Markets, including China
- Cyclical Framework
Grant’s has highlighted ECRI’s out of consensus views before:
August 2016 – U.S. inflation upturn call
September 2009 – March 2009 U.S. recovery call intact, no double dip
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