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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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The Fed's problem is knowing when to move


Early Friday morning Lakshman Achuthan discusses the jobs report, and how the Fed is hampered by the Output Gap, Core Inflation and even inflation expectations.