The economy is at the edge of a new "super cycle," underpinned by AI and decarbonization, a Goldman Sachs analyst said. It marks a change from the drivers of the last supercycle that began in the ...

The EPB Four Economy Framework helps track the Business Cycle by focusing on sector sequences, with the Leading Economy offering early signals of future shifts. Read the first step here.

There is a growing view that the U.S. business cycle has changed (for better) in a more diversified economy. To some, that sounds like tempting fate.

BlackRock has said the global economy has exited the cycle of ‘boom and bust’ due to a fundamental shift driven by the emergence of “mega forces” including artificial intelligence ...

Sectors like energy and commodities have seen underinvestment in recent year, and supply chain issues will push prices upward. These sectors are also trading at near-record discounts relative to ...

Tightening monetary policy did not cause a recession during 2022 and 2023, and, we believe, is unlikely to cause one in 2024 and 2025. The reason is what we call the Credit Crisis Cycle.

“This is a significant change from September when the Fed expected one more hike, and then just two rate cuts from that elevated level in 2024,” said Greg McBride, chief financial analyst at ...

BlackRock has said the global economy has exited the cycle of ‘boom and bust’ due to a fundamental shift driven by the emergence of “mega forces” including artificial intelligence ...

BlackRock has said the global economy has exited the cycle of 'boom and bust' due to a fundamental shift driven by the emergence of "mega forces" including artificial intelligence technologies. In ...