Economic Research - 22V Research

Economic Research:

Slightly negative launch into Q3 for real PCE growth

Gerard MacDonell July 29, 2022 3:33 PM

The ECI beat and the underlying situation is serious. But the beat was not substantial.

Gerard MacDonell July 29, 2022 9:24 AM

The high core PCE deflator read was not just non-market price noise

Gerard MacDonell July 29, 2022 8:56 AM

There is not much news in the GDP release, but the National Accounts do allow us to monitor some slowly evolving themes

Gerard MacDonell July 28, 2022 2:47 PM

Fun addendum

Gerard MacDonell July 27, 2022 3:24 PM

Press Conference so far. Clearly hawkish but consensus has moved that way.

Gerard MacDonell July 27, 2022 3:24 PM

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