by Ricci L. Reber, Ph.D. | Sep 17, 2026 | Blog, The Reber Report
Higher interest rates are creating a changing environment for both stock and bond investors. In the September 2026 edition of The Reber Report, Ricci L. Reber, Ph.D., examines the impact of rising Treasury yields, persistent inflation, Federal Reserve policy, and...
by Ricci L. Reber, Ph.D. | Apr 17, 2026 | Blog, The Reber Report
Recession Signals Rising: Inflation, Weak Labor Market & Oil Shock | Reber Report April 2026 The U.S. economy is more fragile than headline data suggests, with growth narrowly supported by high-income spending, AI investment, and leverage. Recent oil shocks from...
by Ricci L. Reber, Ph.D. | Mar 19, 2026 | Blog, Market Commentary
Yesterday, the Federal Open Market Committee (FOMC), the Federal Reserve’s policymaking body, announced its decision to hold short-term rates steady, ending the series of three straight rate cuts that closed out 2025. Both stocks and bonds sold off the past two days,...
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...