Economic Research - 22V Research

Economic Research:

The employment report was stronger and more hawkish

Gerard MacDonell December 2, 2022 9:32 AM

Real PCE estimates for Q4 seem too low, although the nearby moderation story seems right ultimately

Gerard MacDonell December 1, 2022 11:17 AM

Disinflation in the core deflator. Is it enough?

Gerard MacDonell December 1, 2022 10:27 AM

Three key points in the Powell speech

Gerard MacDonell December 1, 2022 6:51 AM

The cyclical margin compression began during the third quarter

Gerard MacDonell November 30, 2022 11:59 AM

Shoehorning Blanchard and consensus into “Opportunistic Disinflation” — with Dudley resisting

Gerard MacDonell November 29, 2022 6:39 AM

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