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EssentialThe Essential Conversation

Cycling into Recession? Understanding the Growth Rate Cycle

Featuring Lakshman Achuthan

Dec 12, 2019 • 48 minutes

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Essential

The Essential Conversation

Cycling into Recession? Understanding the Growth Rate Cycle

Lakshman Achuthan sits down with Ed Harrison to examine what his firm's indicators are signaling in both the business and growth rate cycles.

Featuring Lakshman Achuthan

Dec 12, 2019 • 48 minutes

Lakshman Achuthan, COO and co-founder of ECRI, sits down with Real Vision’s Ed Harrison to examine what his firm’s indicators are signaling in both the business and growth rate cycles. Using data from ECRI, Achuthan argues that the recent jobs report is misleading and explains why that could forecast a slowdown for both employment and the U.S. economy in general. Finally, Achuthan compares the current monetary policy regime to those of the past to provide a glimpse into what 2020 could have in store for financial markets and the economy. Filmed on December 9, 2019 in New York. Show More

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

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