Lakshman Achuthan

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.

One of the things recessions do is uncover weak links. When you're in a strong economy, a bull market, you read more

One of the things recessions do is uncover weak links. When you're in a strong economy, a bull market, you can paper over a lot of things. When you get under some strain, these things show up.

[Rising home values] are making people feel they don't need to save.

[Rising home values] are making people feel they don't need to save.

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.