EPB Research
EPB ResearchEconomics and business cycles for asset managers & cyclical business owners.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 61 | Subscribers | Read | blog.epbresearch.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
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.
The Economy Has 158 Million Jobs. Less Than 15% Matter For Recessions.
If you wait for total nonfarm payrolls to turn negative before calling a recession, you will be right every time, but useful none of the time.
The Residential Housing Sequence
Home prices are the most-watched piece of housing data, but home prices are also the most useless data point for understanding where the housing cycle is headed.
The Consumer Is 70% of GDP. Less Than 20% of It Matters.
Consumer spending is 70% of GDP.
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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