Macro: The recession trigger – pt 1

What kind of threat does an ailing Europe, a US recovery built on free money and Ponzi-style Chinese growth pose to your portfolio? David Llewellyn-Smith of MacroBusiness investigates.

One can argue about the average length of a business cycle but it probably isn’t 23 years. That was when Australia last endured a recession. And yet understanding the current cycle and when it might end is critical to preserving the portfolio gains you’ve enjoyed in recent years. Here, we’re going to take a stab at it, using three very different economists as our guide.


SMS Code Sent…

Hi {{ user.FirstName }}

Looks like you've already taken a free trial

We have sent you a code via SMS to {{user.DayPhone}}

please enter this code below to activate your membership

If you didn't receive SMS code please

Looks you are already a member. Please enter your password to proceed

Verify your mobile number to unlock a FREE trial

Please sign up for full access

Updating information

Please wait ...

Related Articles