Achievable logoAchievable logo
Series 7
Sign in
Sign up
Purchase
Textbook
Practice exams
Support
How it works
Resources
Exam catalog
Mountain with a flag at the peak
Textbook
Introduction
1. Common stock
2. Preferred stock
3. Bond fundamentals
4. Corporate debt
5. Municipal debt
6. US government debt
7. Investment companies
8. Alternative pooled investments
9. Options
10. Taxes
11. The primary market
12. The secondary market
13. Brokerage accounts
14. Retirement & education plans
15. Rules & ethics
16. Suitability
16.1 Product summaries
16.2 Investment objectives
16.3 FINRA suitability standards
16.4 Investor profiles
16.5 Best practices
16.6 Portfolio analysis
16.7 Economic analysis
16.8 Test taking skills
Wrapping up
Achievable logoAchievable logo
16.7 Economic analysis
Achievable Series 7
16. Suitability

Economic analysis

5 min read
Font
Discuss
Share
Feedback

Economic analysis

Economic growth is usually measured with gross domestic product (GDP) or gross national product (GNP).

  • GDP measures the value of all goods and services produced within a country’s borders. Economists most often use GDP to gauge the strength of an economy.
  • GNP measures the value of all goods and services produced by a country’s residents, even if the production happens outside the country (for example, goods sold by a U.S. citizen while temporarily living in Spain).

GDP and GNP are typically reported in constant dollars, meaning the figures are adjusted for inflation. This makes it easier to compare economic output across different time periods.

If GDP is rising, more goods and services are being produced and sold in the United States. In other words, a positive change in GDP signals economic growth - the higher it is, the faster the economy is growing.

If GDP is falling, fewer goods and services are being produced and sold. A negative change in GDP signals that the economy is shrinking. If this continues for an extended period, the economy may enter a recession or depression.

  • A recession is two quarters (six months) of GDP decline.
  • A depression is six quarters (a year and a half) of GDP decline.

The U.S. economy tends to move through cycles over time. During some periods, the economy expands, unemployment is low, and consumer confidence is high. When GDP rises, it reflects an expansionary (or expanding) economy.

A low-interest-rate environment and tax-friendly laws can support this cycle. When borrowing is easier and jobs are available, people and businesses tend to spend more, which helps the economy grow.

Eventually, the economy will peak, although it’s difficult to identify the peak in real time. Excluding the economic downturn due to COVID, the U.S. economy has been expanding essentially since the end of the Great Recession, starting around mid-2009. There have been signals of an upcoming recession that have not yet materialized, but the economy continues to grow.

In practice, you can only confirm a peak after the economy has already moved past it. Short-term turbulence doesn’t necessarily lead to a recession; the economy can stabilize and continue expanding.

Generally speaking, an economic peak typically involves the following:

  • Low interest rates
  • High GDP/GNP levels
  • Low unemployment levels

Eventually, the economy will recede (shrink), no matter how much the government (including the Federal Reserve*, the U.S. central bank) may try to prevent it. As discussed, a recession occurs when GDP levels fall for two straight quarters (6 months). In some cases, a recession is triggered by a “bubble” in a specific sector. For example, the U.S. housing bubble contributed to the Great Recession. Real estate prices rose significantly (inflation); to reduce inflation, the Federal Reserve raised interest rates, which in turn reduced economic activity.

*While the Federal Reserve and monetary policy is an important topic for the SIE exam, it is unlikely you’ll encounter any specific Series 7 test questions on these concepts. For context, the Fed controls the money supply with two goals in mind - economic growth and manageable inflation levels.

When interest rates rise, borrowing tends to slow down. With less borrowing, spending often declines. As businesses earn less and reduce costs, unemployment can rise as workers are laid off. Lower employment and lower income then reduce spending further. Over time, higher interest rates can stabilize prices and reduce inflation, but the economy may shrink in the meantime.

At a certain point, the economy “bottoms out” at the trough. This is the economy’s lowest point, and - like a peak - it’s difficult to identify precisely when it’s happening.

Generally speaking, an economic trough typically involves the following:

  • High interest rates
  • Low GDP/GNP levels
  • High unemployment levels

Just as expansions don’t last forever, contractions don’t either. Historically, the economy has eventually bounced back. After prices stabilize, the Federal Reserve may expand the economy by loosening the money supply. This means injecting more money into the system and making it easier to borrow at lower rates.

The economy starts to recover when GDP begins rising again, signaling a return to expansion. Job openings become more available, consumer confidence tends to rise, and spending accelerates. Recovery and expansion are closely related; the key difference is that recovery describes the period right after a recession.

To summarize, economies tend to follow these cycles over time. We typically see the cycles fall in this order:

Expansion

  • Growing GDP - Unemployment falls

Peak

  • Highest GDP
  • Lowest unemployment

Recession

  • Shrinking GDP
  • Unemployment rises

Trough

  • Lowest GDP
  • Highest unemployment

Recovery

  • GDP growing again
  • Unemployment starts falling

The U.S. economy has a history of following these cycles, which continues to this day.

Key points

Gross domestic product (GDP)

  • Measure of goods and services produced and sold domestically
  • Reported in constant (inflation-adjusted) dollars
  • Tracks economic growth

Recession

  • Two quarters (six months) of GDP decline

Depression

  • Six quarters (a year and a half) of GDP decline

Expansion

  • Growing GDP - Unemployment falls

Peak

  • Highest GDP
  • Lowest unemployment

Recession

  • Shrinking GDP
  • Unemployment rises

Trough

  • Lowest GDP
  • Highest unemployment

Recovery

  • GDP growing again
  • Unemployment starts falling

Sign up for free to take 7 quiz questions on this topic

All rights reserved ©2016 - 2026 Achievable, Inc.