Blogs - late cycle

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Is Everyone Wrong About the Cycle?

Is Everyone Wrong About the Cycle?

26 Apr 2018 - Martin Shenfield

Whilst volatility remains elevated & equity markets stuck in choppy trendless trading with ongoing negative breadth divergence, my colleague Dario Perkins revisits his thesis from last year that productivity growth & hence potential GDP has been und...

Economic growth Late cycle Macroeconomics US Productivity


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