ECRI’s Lakshman Achuthan joined Erik Townsend and Patrick Ceresna of MacroVoices to discuss:
- Upcoming policy mistake
- Inflation risks – what is the issue with inflation?
- Tightening monetary policy in this current environment
- Window of economic vulnerability
- ESG and energy costs amidst the war cycle backdrop
- Outlook on equities and bonds
- Rise of commodities and what’s going on with gold
Download accompanying deck and full transcript here.
MacroVoices @ErikSTownsend and @PatrickCeresna welcome Lakshman Achuthan @businesscycle to the show to explain why a Fed policy error is now almost a certainty, and what ECRI’s indicators portend for economic cycles in the year ahead.https://t.co/zxZQlYTWp8 pic.twitter.com/ODSF1DCznK
— MacroVoices Podcast (@MacroVoices) March 10, 2022
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