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Economic Research

Economic Research:

With the supply issue now recognized, the yield curve may trade more directionally

Gerard MacDonell October 5, 2023 1:25 PM

The first and second time derivatives of wages

Gerard MacDonell October 4, 2023 12:51 PM

All Fed all the time no longer works

Gerard MacDonell October 3, 2023 5:15 PM

Vacancy data are perhaps not a reliable signal

Gerard MacDonell October 3, 2023 12:42 PM

Earnings yield in equities has been tracking sideways, oddly

Gerard MacDonell October 3, 2023 6:58 AM

Simple but brazen calculations involving “value” in long dated TIIS

Gerard MacDonell October 2, 2023 3:09 PM

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