All Reports - 22V Research

All Reports:

A Quick and Dirty Model-Based Look at Labor Market Slack

Peter Williams August 11, 2024 1:10 PM

The Nugget: August 9

Colin Fenton August 9, 2024 9:14 PM

Quant Market Diagnostics: Mixed Earnings on Strong Internal vs. Weak External Sentiment

Dennis DeBusschere & Brian Herlihy August 9, 2024 2:10 PM

22V Afternoon Shoot Around: Data does not Signal a Recession + Election Update

Dennis DeBusschere August 9, 2024 2:01 PM

Just as Sahm suggests, the unemployment rate rises during recessions

Gerard MacDonell August 9, 2024 12:58 PM

Why the Fed Cuts – Stabilizing Growth vs. Fighting Inflation – Matters + Further Thoughts on Fair Value

Dennis DeBusschere August 9, 2024 8:10 AM

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