Lakshman Achuthan

Right now, [our] leading indicators clearly show that the U.S. economy is in a window of vulnerability. This means that, read more

Right now, [our] leading indicators clearly show that the U.S. economy is in a window of vulnerability. This means that, depending on the course of oil prices and geopolitical events, the economy can be easily tipped into a new recession.

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.

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.

I don't think we're going to see jobs collapse or disappear. There is a bit of fear in the air read more

I don't think we're going to see jobs collapse or disappear. There is a bit of fear in the air with what's been going on with oil prices and the hurricane that there's going to be some kind of collapse. But I think this economy is resilient.

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.