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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.

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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.