All Reports - 22V Research

All Reports:

Background: I take comfort from the Atlanta Fed, I guess

Gerard MacDonell January 16, 2025 2:14 PM

Real PCE still looks firm and perhaps slightly underappreciate

Gerard MacDonell January 16, 2025 1:05 PM

Marking prices in commodities and commodity-related equities

Colin Fenton January 16, 2025 9:58 AM

CPI Pushed Back Against the Need for Tighter FCI; Housing Data Next Up

Dennis DeBusschere January 16, 2025 8:14 AM

Continued disinflation in the Atlanta Fed’s Wage Growth Tracker

Gerard MacDonell January 16, 2025 7:15 AM

Quant Market in Numbers: What the Implied Equity Risk Premium Says About Factors, Sectors, and Inflation Risks

Dennis DeBusschere & Brian Herlihy January 15, 2025 4:23 PM

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