Business Cycle Watch

Apr
08
Business Cycle Watch #3 Indicators' divergence

Business Cycle Watch #3 Indicators' divergence

What was seemingly inevitable became real, the Treasury yield curve has inverted. Even though, almost all coincident US indicator signals
11 min read
Mar
06
Business Cycle Watch #2: Demand accelerates, supply-chain problems persist

Business Cycle Watch #2: Demand accelerates, supply-chain problems persist

Second month of 2022 may be the turning point of the global recovery. There are signs of a slowing pace
8 min read
Feb
07
Business Cycle Watch #1: Rate hikes on the horizon despite a bleak long-term market prognosis

Business Cycle Watch #1: Rate hikes on the horizon despite a bleak long-term market prognosis

As we step into the second month of '22, markets and analysts get more and more confident in multiple Fed
8 min read