Lakshman Achuthan

It's the 'Red Queen effect' -- you've got to run twice as fast just to stay in place.

It's the 'Red Queen effect' -- you've got to run twice as fast just to stay in place.

It will temporarily depress some economic activity, in much the same way a snowstorm could.

It will temporarily depress some economic activity, in much the same way a snowstorm could.

The continued weakness in a number of components of the index suggests that it's more than just high oil prices read more

The continued weakness in a number of components of the index suggests that it's more than just high oil prices that are ailing the economy.

As the recovery takes hold, the vulnerability we have surrounding these issues will diminish and they won't be able to read more

As the recovery takes hold, the vulnerability we have surrounding these issues will diminish and they won't be able to impact the overall economy. And then investors will focus on the good news.

There's been a very real structural shift, primarily in manufacturing employment, as a result of outsourcing and earlier capital investment read more

There's been a very real structural shift, primarily in manufacturing employment, as a result of outsourcing and earlier capital investment that has increased productivity. They're making employment act differently in this upturn.