Lakshman Achuthan

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.

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.

The Fed's painfully aware of this, and that's one of the better reasons they try to telegraph what they're doing, read more

The Fed's painfully aware of this, and that's one of the better reasons they try to telegraph what they're doing, so people don't get caught. The institutions that have taken decisions that might put them into harm's way are probably fewer.

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.