Our work suggests that the next U.S. business cycle will be built on a foundation of strong household and business ... As the following chart illustrates, the positive economic fundamentals ...

There is a growing view that the U.S. business cycle has changed (for better ... The relative stability of total household spending in recent years is a key part of why the United States has ...

Our Chart of the Day is from ING Economics ... with July representing the last hike of the current cycle, if ING Economics' analysis is correct. "The Fed is still officially forecasting one ...

stagnant business investment and poor productivity – can be traced back to the astonishing rise in household leverage that preceded the monetary tightening cycle after COVID-19 took hold.

Austrian economics provides valuable insights for business planning, but not so much in business cycle analysis. It’s not that key insights from the Austrian school of economics are wrong ...

While China will at least be somewhat positive for the business cycle during 2023, the dynamic likely to go a long way to help avoid recession is the current status of the household sector.

There's a 70% chance the US economy is either in a recession or headed toward one in the months ahead, according to Bloomberg Economics Chief ... then set off a vicious cycle that fuels a further ...

Inflation will mean the average U.S. household has to spend an extra $ ... according estimates by Bloomberg Economics . The excess savings built up over the pandemic, and increases in wages ...