Economic Research - 22V Research

Economic Research:

Misconception II: The direct drag on growth from the tariffs is relevant mostly to fixed income

Gerard MacDonell April 14, 2025 12:10 PM

Misconception I : The role of capital flows

Gerard MacDonell April 14, 2025 6:00 AM

OK to state the obvious: this is not over

Gerard MacDonell April 13, 2025 5:18 PM

March CPI Offers a Nice Reprieve but Tariff Shocks Remain

Peter Williams April 10, 2025 10:21 AM

Sergeant Schultz Macro View here

Gerard MacDonell April 9, 2025 5:35 PM

Trump Deescalates Against Most, Pushes Harder Against Chin

Peter Williams April 9, 2025 4:40 PM

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