On October 12, 2026, the Royal Swedish Academy of Sciences announced that the 2026 Nobel Prize in Economic Sciences would be ...
Two Americans have won the Nobel Prize in economics for their work on how to smooth boom-and-bust cycles to limit ...
To our surprise, the US economy has not entered a recession over the past two years. This is not because a recession has been avoided altogether but because the current economic cycle has been ...
Business cycle investing is an approach where money is allocated across sectors and asset classes based on where the economy ...
However, warning signs are mounting that suggest stocks may have come too far, too fast. For instance, the S&P 500's Shiller price-to-earnings (P/E) ratio is sitting at its third-priciest reading in ...
As a proponent of the Austrian School of Economics, I fundamentally oppose state intervention in economic affairs, particularly the manipulation of interest rates by central banks. Before addressing ...
Steve Swinney is CEO of Kodiak Building Partners, a leader in the building materials industry that manages locally led companies. Recent interest rate cuts by the Federal Reserve are a welcome sign ...
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) In that ...
Business-cycle signals can inform ETF tilts, but on their own cannot reliably time markets. Sector and factor leadership has historically varied across cycles, with growth-focused leading in ...
The above button links to Coinbase. Yahoo Finance is not a broker-dealer or investment adviser and does not offer securities or cryptocurrencies for sale or facilitate trading. Coinbase pays us for ...