Economic Research - 22V Research

Economic Research:

The Fed’s new financial conditions index is not “truth,” but it is easily the most coherent presentation I have seen

Gerard MacDonell July 5, 2023 6:41 AM

Two Fed Notes highlight very different approaches to dealing with endogeneity in the policy rate

Gerard MacDonell June 30, 2023 12:49 PM

Background: Some additional detail on PCE inflation

Gerard MacDonell June 30, 2023 12:28 PM

Personal income growth was in line, but the trend has downshifted

Gerard MacDonell June 30, 2023 10:35 AM

Real PCE growth was strictly speaking marginally below consensus

Gerard MacDonell June 30, 2023 9:47 AM

Core PCE deflator was roughly in line but….

Gerard MacDonell June 30, 2023 9:19 AM

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