All Reports - 22V Research

All Reports:

DC Shutdown Risk Elevated, Market Risk Driven by Process, Not Substance

Kim Wallace December 20, 2024 8:20 AM

Apparent Tariff Concern Muddies the Fed’s Reaction Function But Doesn’t Change the 2025 Base Case

Dennis DeBusschere December 20, 2024 8:18 AM

Marking to market my take on the Fed’s inflation take

Gerard MacDonell December 20, 2024 7:31 AM

U.S. gasoline prices are so low, they are stimulating demand

Colin Fenton December 19, 2024 11:00 AM

Powell’s “core GDP” trending at 3% in 2024 H2

Gerard MacDonell December 19, 2024 10:59 AM

Quant Market in Numbers: Earnings & Macro Supporting Early Cyclicals

Dennis DeBusschere & Brian Herlihy December 19, 2024 8:55 AM

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