Economic Research - 22V Research

Economic Research:

GDP report fully consistent with demand slowdown thesis

Gerard MacDonell October 27, 2022 1:49 PM

The yield curve and the recession risk

Gerard MacDonell October 27, 2022 6:36 AM

M2 and QT, with a stretch link to the “pivot”

Gerard MacDonell October 25, 2022 3:58 PM

Within the CPI, medical services deflation will be well dominated by rents

Gerard MacDonell October 19, 2022 4:56 PM

Background and not entirely serious: Larry Summers calls Nobelist Paul Krugman smart-but over rent inflation

Gerard MacDonell October 19, 2022 8:32 AM

Stubbornly high inflation is not about rents mismeasurement

Gerard MacDonell October 17, 2022 11:56 AM

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