All Reports - 22V Research

All Reports:

It is very difficult to draw an incremental inference from the JOLTS report

Gerard MacDonell September 8, 2021 4:50 PM

The taper timing from a supply perspective

Gerard MacDonell September 7, 2021 10:20 PM

Tax Policy Highlights Power and Uncertainty of Fiscal Realignment

Kim Wallace September 7, 2021 7:56 AM

The low-inflation bet lacks convexity

Gerard MacDonell September 4, 2021 6:50 PM

Obviously mostly demand, although supply probably relevant too

Gerard MacDonell September 3, 2021 11:35 AM

Recent Non-Monetary Dots Don’t Change the Plot

Kim Wallace September 3, 2021 10:42 AM

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