EPB Research
EPB ResearchBusiness Cycle Research
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 43 | Subscribers | Read | blog.epbresearch.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Why Companies Haven't Cut Jobs (Yet)...
The US economy has been gradually cooling since the peak growth rate of the cycle in 2022, when stunning nominal growth numbers in the 10% range were achieved on the heels of massive pandemic-era support.
The Residential Housing Cycle Has Turned
The residential construction cycle is the most important part of the US business cycle, next to manufacturing. Residential construction is highly cyclical, sensitive to changes in monetary policy, and often the first major sector to start a...
The Role of Consumer Spending in the Business Cycle: Confirmation, Not Prediction
Most investors and financial pundits are coached to “watch the consumer” as the most important signal of economic health. After all, consumer spending is two-thirds of the total gross domestic product.
Real Money Supply Is Still Contracting — And Housing Is the Next Domino
Long before widespread job losses and contractions in headline GDP figures, monetary policy tightens beneath the surface. One of the earliest, most objective, and most reliable signals of monetary policy is real money supply because it is i...
Authors
The writers behind this newsletter.
EPB Research is an economics-based research firm providing Business Cycle research to asset managers and business owners.
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