January 2026 - The Simmons Partnership

The Reber Report Q4 2025 – Reality Check: Asymmetric Risks & Shifting Economic Fundamentals

by Ricci L. Reber, Ph.D. | Jan 9, 2026 | Blog, The Reber Report

In our Q4 2025 Reber Report, we examine growing imbalances in the U.S. economy as elevated equity valuations collide with weakening labor markets and slowing fundamentals. While AI investment has supported headline growth, underlying risks are becoming harder to...

The Reber Report Q4 2025 – Reality Check: Asymmetric Risks & Shifting Economic Fundamentals

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