ROADSHOWS: Data-Driven Supply/Demand Analysis That Identifies High-Conviction Oil and Gas Themes Where Their View Diverges From Consensus - Matthieu Raimbault /Palissy Advisors   •   New York   31 Aug - 01 Sep 26       Satellite-Driven Market Intelligence for Commodities - Dr. Christian Jasperneite /Cap2   •   London   07 - 07 Sep 26      

Where is the National Bureau of Economic Analysis?

QI Research

Exclusive Lunch in Noble Rot Mayfair, London

Thu 25 Jun 2026 - 12:30 BST

Topics

• Why the most comprehensive U.S. labor-market data is diverging from nonfarm payrolls.

• What recent QCEW revisions reveal about job losses and recession risk.

• Whether the NBER has failed in its role as the arbiter of U.S. recessions.

• How politics, data, and institutional credibility have become increasingly intertwined.