In our last article, we explored the broader framework that underpins our process for tracking the Business Cycle — the EPB Four Economy Framework. (Click here to read the previous post ...

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. By Talmon Joseph Smith For much of modern ...

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 ...

But a lot of the things we took for granted about this economy before the pandemic don’t seem to be quite so certain in this post-pandemic world. That includes the business cycle and what it ...

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 ...

The market is undergoing a shakeup, and stocks rooted in the "old economy" are going to be the winners of the new cycle, according to Bank of America. "Bear markets have historically resulted in ...

We believe that the credit cycle explains more about the relationship between the Fed and the economy —and importantly how higher interest rates cause recessions—than monetary theories.