Economic Research - 22V Research

Economic Research:

Easy call: From here the next major and sustained contribution from flow of inventory investment is a drag. Timing is tough because, in fairness, the level of inventories is still low.

Gerard MacDonell January 27, 2022 12:25 PM

GDP report not very incremental, with one exception

Gerard MacDonell January 27, 2022 9:39 AM

This reflects my bias and what I look for, but I really noticed this

Gerard MacDonell January 26, 2022 3:47 PM

Press Conference Summary

Gerard MacDonell January 26, 2022 3:47 PM

Will rent inflation head to 5%? It is already there.

Gerard MacDonell January 24, 2022 4:29 PM

What do we really know here?

Gerard MacDonell January 24, 2022 1:30 PM

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