ECRI WLI, WLI Growth Rate & Quarterly GDP Growth for 2/10/23
ECRI Recession & Inflation Calls:
Feb. 9, 2023 FACE Interview: Lakshman calls the pullback in inflation The Immaculate Disinflation.
"Lakshman is calling the pullback in inflation ,"The Immaculate Disinflation. He is still expecting a hard landing from last June's forecast."
Jan. 13, 2023 Don't Be Fooled, A Recession Really Is Coming
Lakshman is the co-founder of the Economic Cycle Research Institute and has more than 30 years of analyzing business cycles under his belt. Lakshman and Matt talk about the recent market volatility, inflation, and the Federal Reserve. They also cover why Lakshman thinks a recession could be coming from a cyclical perspective and whether the bond market could lead us out of a recession.
00:00 Stansberry Conference Overview
5:41 Lakshman's View on Current Markets
7:49 Peak Inflation & Fed Rate Hikes
11:12 Opportunities for Investors
15:09 Are We In a Recession?
20:49 When Will the Bear Market Hit Bottom?
22:58 Investment to Own for the Next 10 Years
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