business cycles...

[ramirez]

Oggi sul FT un interessante articolo sul corrente ciclo economico.
Interessante da un punto di vista macro MA ANCHE DA QUELLO
FINANZIARIO. E visto che siamo in un forum di finanza..
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inizio con la fine..
None of this means the business cycle is about to turn. The determination of authorities to avoid a meltdown is still powerful. But investors need to be alert to the risk that the cycle could be shorter than many expect
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When is the next recession going to start? It might seem like a particularly doom-laden question, particularly as the economic recovery after the financial crisis is still insipid in much of the developed world.

But knowing whether we are at the start, middle or end of a cycle is crucial for investors globally as equity and bond returns are closely linked to recessions and recoveries.
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titolo dell'articolo:
Watch out for a short, sharp end to the business cycle
By Richard Milne