Economic Research - 22V Research

Economic Research:

Weaker ISM fits

Gerard MacDonell July 1, 2022 10:35 AM

The central case for rents remains acceleration, but is becoming more ambiguous

Gerard MacDonell June 30, 2022 5:01 PM

Real PCE estimates continue to take hits

Gerard MacDonell June 30, 2022 10:46 AM

Core deflator miss was not really very incremental

Gerard MacDonell June 30, 2022 10:13 AM

The inventory correction now looks to have made almost no advance during Q1

Gerard MacDonell June 29, 2022 1:24 PM

Temporary disequilibrium in housing complicates the rent story

Gerard MacDonell June 28, 2022 1:00 PM

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