Cyclical indicators show economic slowdown and potential hard landing

The podcast interview with Lakshman Achuthan discusses the cyclical indicators pointing to a continued economic slowdown and potential hard landing. The speaker highlights the reliance on cyclical frameworks to understand the path forward, including assessing re-acceleration and soft landing possibilities. The primary focus is on comprehensive measures of economic activity, such as the US Coincident Index growth rate, to avoid relying solely on GDP as a metric. The indicators suggest that growth revival is not yet in sight and the slowdown may continue, potentially leading to a recession.