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 ...

Sectors linked to economic growth such as banking, capital goods, and consumer discretionary typically do well when the ...

The IMFL ETF dynamically adjusts its factor weightings depending on the economic cycle. With poor economic prospects, the fund is currently defensively positioned with a focus on High Quality and Low ...

Macroeconomic roadmap given a Trump or Harris victory, according to Eric Basmajian, Michael Gayed and Chaim Siegel. Sector opportunities and historical behavior during Democratic and Republican ...

Economic cycles are a fundamental aspect of the financial landscape, influencing everything from job markets to personal investments. These cycles typically consist of three phases: expansion, ...

We estimate shocks that explain most of the variation in the current account at business cycle frequencies and over the long run. We then explore, using a standard open-economy macro model, which ...