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EPB Research

Eric Basmajian

Most economic research reports what already happened. EPB Research reads the business cycle in its repeatable sequence, so that you see turning points before the headlines confirm them.

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PricingOnly free issuesPublishesWeekly
Issues65Founded2 years agoLast Issue7 days ago
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Latest Issues

How to Read the GDP Report in 4 Steps

Before diving into the post, I wanted to let you know that EPB Research has a free Sunday newsletter.

One email per week with ongoing business cycle education plus live examples of the framework in action. Click the button below to join fo...

7 days ago
24

Record Profits, Falling Paychecks

Corporate profit margins just hit 20.6%, the highest level on record.

At the same time, the income the typical worker earns from a job has stalled and slipped below the trend of the last expansion.

The average worker is falling behind wh...

16 days ago
45
8

The Iran War Just Derailed the Housing Recovery

Housing, or residential investment more specifically, is unquestionably the most important and leading sector of the economy.

Two months ago, the housing market was showing fragile signs of stabilization. New home sales had recovered from...

a month ago
35
3

Half of US Home Prices Are at All-Time Highs. Half Are Underwater Since 2022

Half of the major US cities are at all-time highs in home prices right now. The other half just went through a true correction.

The same Federal Reserve, same mortgage rates, and same monetary policy, but two completely different housing...

a month ago
44
6

The Housing Recession That Never Came — And The One That's Quietly Underway

In July 2022, the months supply of new homes hit 10.6 — higher than it reached before the 2008 housing crash.

At the exact same moment, the eight largest public homebuilders posted operating margins of 20.4%, the highest level in their re...

2 months ago
49
3

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  • Eric Basmajian

    I'm Eric Basmajian, founder of EPB Research. I built EPB over years of work in economic research with a simple goal: to teach you a repeatable framework so that you can read the business cycle yourself, without depending on anyone else's opinion.

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