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.

While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor.

We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.

The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.

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