Lakshman Achuthan, co-founder of the Economic Cycle Research Institute (ECRI), explains the reasons behind America’s slowing economy, clarifies why there’s no immediate recession threat, and highlights what the global industrial upturn means for investors in 2025 and beyond.
In this insightful conversation with Maggie Lake, you’ll learn:
- Why inflation remains stubbornly high (“sticky inflation”) according to ECRI’s Future Inflation Gauge (FIG).
- How the shift from services to manufacturing is reshaping the U.S. economy.
- Whether the Fed’s reactive approach to inflation could lead to increased market volatility.
- The critical difference between financial market corrections and a true economic recession.
- Why currency dynamics and tariffs could become major economic factors this year. markets, and get a behind-the-scenes look at ECRI’s influential Future Inflation Gauge (FIG).
Chapters:
01:15 - Navigating Mixed Signals: Is a U.S. Recession Ahead?
4:43 - Shifting Gears: The Changing Composition of Economic Growth
8:43 - Global Turnaround: What the Manufacturing Upturn Means for the Economy
11:49 - China’s Pivot: Rethinking Inflation in a Global Economy
16:13 - Stagflation or Stability? Unpacking the Inflation Debate
29:45 - Navigating Uncertainty: Political Moves and Economic Models
36:03 - Feeling the Pulse: Is the U.S. Economy Truly Vulnerable?
41:47 - Bubble or Boom? Assessing the AI Investment Surge
43:08 - AI & Productivity: Measuring the Miracle?
44:54 - The Productivity Conundrum: Why Is Efficiency Lagging?
47:01 - Volatility vs. Fundamentals: Can Markets Disrupt the Real Economy?
49:26 - Momentum vs. Fundamentals: Navigating Investment Strategies
51:04 - Trade Tensions: Should Tariffs Alarm Investors?
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IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.
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