Doing a bit of a scan about and found this, might be of interest.
I am not familiar with Capital Ideas (the piece is on their blog) but its this is an interesting read.
- With the U.S. expansion nearly 10 years old, investors may be wondering whether the next one is just around the corner.
- In our view, we don’t believe a recession is imminent in 2019. Our research indicates it is much more likely that the next recession will be in 2020 or 2021.
- But economic cycles are notoriously hard to predict, and it’s never too early to be prepared for the next downturn.