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Recession Signals Rising: Inflation, Weak Labor Market & Oil Shock

Recession Signals Rising: Inflation, Weak Labor Market & Oil Shock

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...
Fed Rate Cuts Would Risk Repeating the Mistakes of the 1970s

Fed Rate Cuts Would Risk Repeating the Mistakes of the 1970s

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,...

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...

Stress in Short-Term Lending Markets is Worth Monitoring

by Ricci L. Reber, Ph.D. | Nov 13, 2025 | Blog, Market Commentary

The Reber Report Q3 2025 – Party Like It’s 1998

by Ricci L. Reber, Ph.D. | Oct 1, 2025 | Blog, The Reber Report

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Recent Posts

  • Recession Signals Rising: Inflation, Weak Labor Market & Oil Shock April 17, 2026
  • Fed Rate Cuts Would Risk Repeating the Mistakes of the 1970s March 19, 2026
  • The Reber Report Q4 2025 – Reality Check: Asymmetric Risks & Shifting Economic Fundamentals January 9, 2026
  • Stress in Short-Term Lending Markets is Worth Monitoring November 13, 2025
  • The Reber Report Q3 2025 – Party Like It’s 1998 October 1, 2025

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