All Reports - 22V Research

All Reports:

Apologies: The six problems with the Excess Savings Stock thesis

Gerard MacDonell August 29, 2023 3:35 PM

JOLTS report supports immaculate disinflation theme

Gerard MacDonell August 29, 2023 3:14 PM

Reglobalization: Countries Are Too Busy Engaging to Decouple

Kim Wallace August 29, 2023 12:23 PM

Burden of Proof has Shifted to Data Proving Too Hot

Dennis DeBusschere August 29, 2023 8:32 AM

Maybe Powell got an update of FCI-G?

Gerard MacDonell August 28, 2023 2:44 PM

Important Week for Data and Risk Internals

Dennis DeBusschere August 28, 2023 8:04 AM

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