All Reports - 22V Research

All Reports:

Margins are not well placed to absorb higher labor costs

Gerard MacDonell August 7, 2022 1:27 PM

Quant Market Diagnostics: 2Q Earnings Beat/Miss Observations & Margin Commentary

Dennis DeBusschere & Brian Herlihy August 5, 2022 1:58 PM

Strong and hawkish jobs report

Gerard MacDonell August 5, 2022 9:51 AM

Large Moves Expected Around Payroll Beats/Misses and Risk-On Positioning Becoming Less Clear

Dennis DeBusschere August 5, 2022 7:46 AM

The evidence on rents does not support green shoots of disinflation

Gerard MacDonell August 5, 2022 6:39 AM

22V Survey – Big Market Moves Expected from Payrolls

Dennis DeBusschere August 4, 2022 1:24 PM

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