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.



Perspective on China's $586 Billion Stimulus

ECRI's Achuthan explains why China needs to have a large stimulus package -- including the "bullwhip effect" -- and the limits of what it can accomplish.