Economic Research - 22V Research

Economic Research:

JOLTS, Dudley’s inevitable recession, the Sahm Indicator and a timing issue

Gerard MacDonell March 29, 2022 2:27 PM

Regional Fed manufacturing surveys confirm renewed supply chain worries

Gerard MacDonell March 29, 2022 10:04 AM

Housing may bear the brunt, but it has seemingly not yet done so sufficiently

Gerard MacDonell March 28, 2022 11:22 AM

Very briefly on the durables report

Gerard MacDonell March 24, 2022 10:16 AM

Deja Voodoo: Excess Savings Stock thesis still wrong

Gerard MacDonell March 22, 2022 12:55 PM

Back to tighter financial conditions

Gerard MacDonell March 20, 2022 11:20 AM

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