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.



Jobs Preview, Fed Policy and Recession vs. Soft-landing

ECRI's Lakshman Achuthan spoke with CNBC this morning about the jobs report and Fed policy. Lakshman went on to say that ECRI is in the midst of a formal analysis on the very question of recession vs. soft-landing, and that he expects to have the verdict, one way or the other, later this month.