EPB Research

Cadence

Weekly

Latest

2026-10-27

By

Eric Basmajian

Based on

12 recent issues

• Covers: Business cycle analysis, recession risk indicators, labor market data, housing trends, and interest rates.
• For: Sophisticated investors, portfolio managers, and finance professionals analyzing macroeconomic trends.
• Best for: Investors seeking data-driven macroeconomic frameworks to manage capital risk.
• Skip if: Day traders, casual consumers, or people seeking personal budgeting advice.

Start with

• The Housing Glut Isn't What It Looks Like: Explains why high new-home supply metrics differ from past recessionary housing gluts.
• Why the 10-Year Yield Rose After a "Weak" Jobs Report: Analyzes underlying labor market data that drove Treasury yields higher despite weak headline numbers.
• The AI Boom Isn't an Investment Boom: Examines computer equipment spending data relative to historical economic booms and GDP.

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Summarised by AI from 12 recent issues. Audience size is not included. Prices are not included. Report a mistake.