Lakshman Achuthan

Anastasia Amoroso discusses buying the dip and cleaner market technicals, Lakshman Achuthan talks about warning signs of possible recession and ECRI's Leading Economic Index, Christyan Malek focuses on oil impact of Israel-Iran tensions

Lakshman Achuthan, co-founder of the Economic Cycle Research Institute, delves into the current economic landscape's unexpected resilience. He discusses key turning points investors should watch and strategies to capitalize on them. The conversation covers global inflation trends, the U.S. economy's fortitude amid rising interest rates, and the complexities of recovering markets. Achuthan also unpacks the implications of debt dynamics and fiscal stimulus post-COVID, offering insights on navigating economic uncertainties and crafting effective investment strategies.

Lakshman Achuthan, co-founder of the Economic Cycle Research Institute and co-author of a book on economic predictions, shares his insights on the interconnectedness of growth, employment, and inflation. He discusses the impact of restrictive immigration policies and COVID-19 on the labor supply. The conversation explores the influence of economic stimulus measures, challenges of setting inflation targets, and the intricate dynamics of economic cycles. Achuthan also highlights how geopolitical events and demographic trends shape economic forecasts.

Lakshman Achuthan, co-founder of the Economic Cycle Research Institute, dives into the current state of the U.S. economy. He discusses the stubbornness of sticky inflation and the shift from services to manufacturing reshaping growth dynamics. Achuthan emphasizes that there’s no imminent recession but warns about potential market volatility due to the Fed's reactive policies. He also explores the global manufacturing resurgence, the influence of currency dynamics and tariffs, and how AI's impact on productivity could signify either a bubble or a boom.

Economist Lakshman Achuthan joins MacroVoices to discuss ECRI's leading indicators, growth and inflation, predictions of a hard landing, and the stickiness of inflation. They also analyze the impact of COVID-19 on the economy, explore the role of Ecry in navigating recessions, highlight concerns about crude oil inventories and market weakness, and discuss the current state of gold futures and its relationship with the weakening dollar.

Constance Hunter discusses continued growth and rate cuts timing, Paul Sankey talks OPEC+ meeting and energy outlook, Lakshman Achuthan explains global growth benefits and risks. They explore inflation trends, labor market changes, oil market dynamics, global industrial upturn, and strategic considerations for expanding operations.

Lakshman Achuthan, a veteran business cycle analyst from the Economic Cycle Research Institute, dives into the complexities of economic cycles, discussing their inherent cyclical nature. He unpacks the recent un-inversion of the yield curve and what it signals about the current economic landscape. The conversation also highlights the challenges facing global manufacturing amid a slowdown and the implications of past policies. Achuthan emphasizes the importance of adapting to evolving data and staying informed to navigate economic fluctuations.

Lakshman Achuthan, co-founder of the Economic Cycle Research Institute, shares his expertise on business cycles and inflation forecasting. He dives into historical inflation trends, emphasizing lessons from past decades. The discussion navigates through the complexities of current economic indicators, labor shortages, and the impact of post-COVID spending. Achuthan also sheds light on the evolution of inflation gauges and the challenges policymakers face in a K-shaped economy, linking historical movements to today's inflationary pressures.

Aoifinn Devitt, Chief Global Strategist at Moneta, shares insights on the market effects of the 2024 presidential race and ASML's chip warning. Ann Miletti, Head of Equity at Allspring Global Investments, discusses the upcoming earnings season's impact on U.S. equities. Lakshman Achuthan, Founder of ECRI, analyzes the current economic cycle and inflation trends. Kailey Leinz, host of Bloomberg's "Balance of Power," reflects on political uncertainties surrounding the presidential race and highlights key moments from John Micklethwait's interview with Donald Trump.

ECRI co-founder, Lakshman Achuthan discusses growth, sticky inflation, precious metals, and energy prices. They dive into global industrial growth outlook, inflation trends, secular inflation cycles, EIA inventory analysis, OPEC Plus decision, crude oil trading, market analysis of oil, S&P 500, key indicators, uranium market, Treasury note breakout, and sponsor mentions.