Was the war in Ukraine just the warning sign? Dalio: To be clear, when I say that I believe we are on the brink of civil and/or...

Executive Summary The economy has long-term (secular) trends and shorter-term (cyclical) trends. Secular trends are slow-moving and are...

Famous macro economist Muriel Roubini, who predicted the 2008 financial crisis, talks about his new book and reviews the systemic risks...

Over time, we expect a significant macroeconomic impact from China's commitment to financial deleveraging. First, for a large economy...

"It is pertinent to note that since 1984, markets have spent 65% of their time pricing in falling inflation— an environment beneficial to...

In this post, Prometheus Research highlights key data on expected rates of returns in regimes of inflation and stagflation. A must read....

This is THE paper of reference to understand Big Debt Cycles and boom and bust cycles. Famous Bridgewater founder, Ray Dalio, has written...

Raoul Pal from RealVision explains his own Macro Framework with a lot of history to look at.

In this video, famous hedge fund manager, Stanley Drukenmiller, explains how the servicing of public debt will reach dangerous levels as...