Economic Research - 22V Research

Economic Research:

Themes in the Financial Accounts are net rates hawkish, although perhaps not so incremental here

Gerard MacDonell March 9, 2023 2:50 PM

Auclert, Rognlie and Straub nail it, by which I mean I agree

Gerard MacDonell March 8, 2023 12:07 PM

I would score the JOLTS report marginally dovish

Gerard MacDonell March 8, 2023 11:10 AM

Summers – Blanchard “debate”

Gerard MacDonell March 7, 2023 1:23 PM

Powell gave the hawks some of what they demanded

Gerard MacDonell March 7, 2023 12:42 PM

Summers’ wage inflation model has a couple oddities, but seems very practically important

Gerard MacDonell March 5, 2023 2:43 PM

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