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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Mar 01 2012

Cyclical Linkages in International Supply Chains

In the wake of the global financial crisis, concerns have grown about the passage of power from the Western economies to those in the East and the Global South, who currently account for the lion’s share of worldwide economic growth. However, much of the developing economies’ rapid ascent has been driven by exports, resulting in their significantly deeper integration into the global supply chain.

In this context, ECRI has completed an in-depth analysis of the shift among 19 economies’ positions along the supply chain. The study, which identifies cyclical vulnerability to end-consumer demand, provides important clues to just how much the U.S. and other world economies can decouple from each other.

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Frankfurt Conference

Bloomberg March 22, 2012

On March 22 at 9:00 AM ECRI's Lakshman Achuthan will join a panel discussion about the "Risks Beyond the Eurozone and the Threat of Contagion" during the Bloomberg Sovereign Debt Conference.