Shocks, Crises, and False Alarms

This book offers a pragmatic approach for executives and investors to navigate the uncertain macroeconomic landscape through "regime analysis," a method that emphasizes structural context and judgment over traditional prediction models. It explores how to distinguish between transient disruptions and enduring changes, helping leaders assess true economic risks amid conflicting data and discourse. By applying their insights to real-world risks across various sectors, the authors aim to enhance decision-making and strategic response in volatile times.