Economic Research - 22V Research

Economic Research:

Fitch is more obviously irrelevant than wrong

Gerard MacDonell August 2, 2023 1:14 PM

The Fed’s new financial conditions might be about neutral if updated to today’s prices

Gerard MacDonell August 1, 2023 1:14 PM

The JOLTS data were modestly friendly

Gerard MacDonell August 1, 2023 10:59 AM

What to make of the tentative improvement of productivity and cost?

Gerard MacDonell July 30, 2023 1:49 PM

Quick update of the inventory cycle from a macro perspective

Gerard MacDonell July 28, 2023 2:17 PM

Solid demand growth with continued wage pressure

Gerard MacDonell July 28, 2023 11:30 AM

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