Economic Research - 22V Research

Economic Research:

Not the right time for pricing power, generally

Gerard MacDonell February 16, 2022 11:19 AM

Q1 real PCE tracking has gone back to +3% (ar)

Gerard MacDonell February 16, 2022 10:11 AM

Something called the consumer “inflation expectation” looks lower

Gerard MacDonell February 15, 2022 12:55 PM

No relief from the Observed Rent data in January

Gerard MacDonell February 14, 2022 1:12 PM

Reiteration of counter-intuition around financial conditions, possibly just in time to be wrong

Gerard MacDonell February 13, 2022 12:12 PM

No, Bullard is not a thought leader at the Fed

Gerard MacDonell February 10, 2022 4:19 PM

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