Economic Research - 22V Research

Economic Research:

This seems like a good time formally to throw away the Goldman Sachs Financial Conditions Index

Gerard MacDonell April 11, 2022 9:48 AM

I don’t like the term “rolling over” because it presumes too much, but Manheim is rolling over

Gerard MacDonell April 8, 2022 8:53 AM

The need for slower growth is making this more complicated

Gerard MacDonell April 7, 2022 2:12 PM

The news yesterday was probably more the Wage Tracker than the minutes. And the story in the Wage Tracker is the failure to decelerate.

Gerard MacDonell April 7, 2022 6:36 AM

The new stuff the Fed is just making up this week is probably symbolically relevant

Gerard MacDonell April 5, 2022 12:09 PM

Minor tirade on observed rents — and an invitation to share

Gerard MacDonell April 5, 2022 9:40 AM

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