All Reports - 22V Research

All Reports:

The saving rate thing is a total distraction

Gerard MacDonell September 27, 2024 10:08 AM

Core deflator exactly in line on the month, although there were some minor revisions flagged yesterday passing through today

Gerard MacDonell September 27, 2024 9:58 AM

Real PCE tracking at 3.2 (ar) in Q3. Atlanta Fed will have to come down

Gerard MacDonell September 27, 2024 9:50 AM

China Stimulus and Lower Recession Risks Lifting Risk Internals

Dennis DeBusschere September 27, 2024 8:21 AM

IDEA: Re-upping the China Trades

Dennis DeBusschere September 26, 2024 5:55 PM

No Pessimism Today: Annual GDP+GDI Benchmark Revisions Resolve Some Major Debates, All in an Optimistic Direction

Peter Williams September 26, 2024 12:29 PM

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