Economic Research - 22V Research

Economic Research:

Construction report supports the fading headwind theme

Gerard MacDonell March 16, 2023 1:45 PM

Update of super-core PCE estimate

Gerard MacDonell March 15, 2023 11:15 AM

Consensus PCE — and therefore GDP — estimates seem too low

Gerard MacDonell March 15, 2023 10:28 AM

Background: How can the Fed do QE and QT at the same time?

Gerard MacDonell March 14, 2023 2:15 PM

Attenuation makes 25 bp rate hikes hawkish enough — and the modal case

Gerard MacDonell March 14, 2023 1:17 PM

Rent inflation is levitating

Gerard MacDonell March 14, 2023 12:19 PM

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