Asset allocation is expected to do several things at once: earn carry, limit drawdowns, and rebuild risk exposure early ...

The “business cycle” might just be one of the oldest ideas in economics. For more than 200 years, economists have been pointing to the tendency of economies to expand, then slow down, contract and ...

Whenever tensions rise between the US and Iran, the “perpetual purveyors of doom” quickly start posting clips stating that “WWIII is imminent.” Read more here.

The failure of mainstream economists to predict the global financial crisis provides an opportunity for exponents of behavioral finance. The crisis, they say, can be attributed to our psychological ...

Forbes contributors publish independent expert analyses and insights. I identify the pure investment merit of assets with a macro lens. Oct 01, 2025, 11:19am EDT Americans have always trusted the ...

Download PDF More Formats on IMF eLibrary Order a Print Copy Create Citation This paper examines the role of financial cycle proxies in refining available estimates of the business cycle in Kazakhstan ...

The banking industry performed exceptionally well during the strong economic expansion of the past five years. Strong demand for loans and banking services and the strong supply of quality customers ...

Thomas Kevin Swift has packed insights gathered over a long career in industrial economics into A History of American Business Cycles, a book released earlier this year. The book tackles large volumes ...

Too much importance, of course, should not be attached to speeches at conventions—even at bankers’ conventions. Yet the necessity, accordingto President Puelicher of the American Bankers’ Association, ...

It is somewhat surprising that house prices in most parts of the nation have stayed high despite the downturn in the economy. As Figure 1 shows, real (inflation-adjusted) house price changes became ...