Economic Research - 22V Research

Economic Research:

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

Apartment List data point to renewed decline of marginal rent inflation

Gerard MacDonell June 29, 2023 12:34 PM

Oops. The excess savings stock turns out to be negative.

Gerard MacDonell June 28, 2023 1:40 PM

The 2-stage disinflation template is more about identifying a known unknown than being cocky

Gerard MacDonell June 27, 2023 12:49 PM

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