Sakonnet Research provides independent analysis of economic, consumer and industry trends, with a focus on the factors affecting demand, pricing, costs and business performance.
Research is led by Adam Josephson, CFA and draws on economic data and industry analysis to provide practical insight into changing market conditions.
Explore the latest reports below. For questions about Sakonnet Research or its research coverage, contact us.
March 22, 2026
I published a note last week on bank-enabled financial leverage, which is at record highs in many cases and which has been growing by the month even as the Federal Reserve noted in its most…
March 17, 2026
I recently hosted a call with several privately held U.S. boxmakers, whose perspective often differs from that of the publicly traded containerboard producers. Among the topics discussed were (1) the impact or lack thereof of…
March 16, 2026
To my longtime readers, I’m back publishing on banking and consumer spending, as well as on paper & packaging. This note is on banking; the other topics will follow. Briefly regarding consumer spending, the BEA’s…