Related by context. Frequent words. (Click for all words.) 58 cyclical upswing 55 Downturns 54 upturns 53 cyclical upturn 53 cyclical 51 EMEs 51 upswings 51 downswings 51 downturns 50 financialization 50 recessions 49 cyclically 49 Klepper Smith 49 malinvestment 49 incipient recovery 48 Great Moderation 48 counter cyclical 48 economic downturns 48 recessionary 48 monetary aggregates 48 growth 48 EMs 48 Nickelsburg 47 overinvestment 47 BFSI segment 47 deceleration 47 macroeconomic variables 47 external imbalances 47 cyclical downturns 47 supercycle 46 upcycle 46 cyclical bull 46 upturn 46 restock inventories 46 degrowth 46 cyclical downturn 46 Recessions 46 economy 46 countertrend 46 speculative excesses 46 economies 46 downturn 45 FII flows 45 relative outperformance 45 downcycle 45 Cyclical 45 fab utilization 45 mean reversion 45 inventory replenishment 45 restocking inventories 45 disciplined underwriting 45 countercyclical 45 disinflationary 45 macroeconomic 45 Guatieri 45 inventory restocking 45 dot com implosion 45 economic 45 Demographic trends 45 deleveraging 45 dehedging 44 recessionary trends 44 capitalizations 44 Latent demand 44 Joseph Brusuelas 44 macroeconomic fundamentals 44 Rupee appreciation 44 sharp deceleration 44 Knold 44 macro economic 44 hypergrowth 44 TWST What 44 Deleveraging 44 stagnation 44 allocators 44 nonresidential construction 44 outward FDI 43 USEconomy 43 Dan Greenhaus 43 cyclicals 43 adviser Ian McCafferty 43 slowdown 43 Keynesian stimulus 43 macro headwinds 43 risk premia 43 accommodative monetary policies 43 deflationary 43 Cliff Waldman 43 recession 43 accommodative monetary 43 market 43 decelerations 43 Nonresidential construction 43 dwelling approvals 43 highly levered 43 snapback rally 43 Rick Waclawek director 43 housing bubble 43 David Lereah NAR 43 APEJ 43 Downside risks