Economic Research - 22V Research

Economic Research:

Yesterday’s Atlanta Fed Wage Tracker fits neatly into the 2-stage disinflation theme, in a bad way

Gerard MacDonell June 9, 2023 10:03 AM

Tightening up the 2-stage disinflation view — with a link to Wednesday

Gerard MacDonell June 8, 2023 12:55 PM

Thursday’s productivity revisions were good news, but there is a caveat rather than an all clear

Gerard MacDonell June 4, 2023 1:37 PM

Returning to the payroll report to emphasize a couple technical points

Gerard MacDonell June 4, 2023 12:01 PM

Not super easy to read, but probably stronger than expected

Gerard MacDonell June 2, 2023 10:01 AM

Cash on the sidelines, excess savings and equity returns

Gerard MacDonell June 1, 2023 2:46 PM

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