Economic Research - 22V Research

Economic Research:

Tracker and Taper

Gerard MacDonell September 13, 2021 12:10 PM

Again, the taper is not the issue

Gerard MacDonell September 12, 2021 7:55 AM

Producer price inflation is supporting margins, although it is probably turning late days for the profit boom

Gerard MacDonell September 10, 2021 12:36 PM

It is very difficult to draw an incremental inference from the JOLTS report

Gerard MacDonell September 8, 2021 4:50 PM

The taper timing from a supply perspective

Gerard MacDonell September 7, 2021 10:20 PM

The low-inflation bet lacks convexity

Gerard MacDonell September 4, 2021 6:50 PM

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