Why Your Income Isn’t Growing (Video)

The Hidden Link Between Government Size, Vanishing Net Investment, and Stagnant Real Incomes

Mar 4 • EPB Research

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February 2026

AI Investment Is Masking a Weaker Economy

Strip out AI investment and the case for rate cuts becomes difficult to ignore. Key cyclical sectors are still struggling.

Feb 27 • EPB Research

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Why The Leading Indicators Failed? (Video)

Leading indicators declined for three years with no recession - here is what actually happened.

Feb 19 • EPB Research

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These Are The Best (And Worst) Leading Indicators

Not all economic indicators are created equal. Here are the best (and worst) for recession forecasting.

Feb 17 • EPB Research

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January 2026

Why Leading Indicators Failed This Cycle (Or Did They?)

Leading indicators declined for three years with no recession - here is what actually happened.

Jan 28 • EPB Research

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Where U.S. Growth Went

The Hidden Link Between Government Size, Vanishing Net Investment, and Stagnant Real Incomes

Jan 20 • EPB Research

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Where The Labor Market Stands Today

Analyzing the health of the labor market and the biggest risks for 2026.

Jan 13 • EPB Research

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Treading Water

Net private investment has fallen from over 8% to under 4% of GDP over the past several decades. The economy is increasingly just replacing worn-out…

Jan 6 • EPB Research

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December 2025

4.3% GDP Growth. Was It Actually Good News?

Why headline GDP growth masks a deeply bifurcated economy - and what it means for economic momentum/monetary policy in 2026.

Dec 26, 2025 • EPB Research

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2001 Recession: The Warning Signs Hiding in Plain Sight

Business equipment investment started to collapse in 2000 while GDP growth looked fine. Here's why tracking cyclical sectors always beats watching…

Dec 19, 2025 • EPB Research

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You Could Have Seen 2008 Coming. Here's Exactly How.

The three charts that signaled the recession 18 months early.

Dec 10, 2025 • EPB Research

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The 20% of the Economy That Drives 100% of Recessions

Why conventional analysis fails — and the three sectors you should actually be watching.

Dec 3, 2025 • EPB Research

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