All Reports - 22V Research

All Reports:

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

IHS Markit monthly GDP, the too-high consensus GDP estimates, and the ISMs

Gerard MacDonell September 2, 2021 9:42 AM

GVC Outlook

Kim Wallace September 2, 2021 7:50 AM

Follow-up to earlier point that the profit dynamic in the GDP accounts is very strong

Gerard MacDonell September 1, 2021 7:43 AM

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