Business Cycle

The recurring pattern of expansion, peak, contraction, and trough.

What is Business Cycle?

Economies alternate between expansion (rising output and employment), a peak, contraction (falling activity), and a trough before the next expansion. Cyclical industries - autos, housing, luxury goods - swing with the cycle; defensive industries - utilities, food, healthcare - hold up better in contractions.

Business Cycle: a worked example

Late in an expansion, an adviser might trim cyclical stocks and add defensive sectors ahead of an expected contraction.

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