Economic Research - 22V Research

Economic Research:

People seem to have figured out that the higher federal debt means a higher r*

Gerard MacDonell May 22, 2025 2:16 PM

What “Tariffs Are a Supply Shock” Means

Peter Williams May 22, 2025 11:59 AM

Some thoughts on rising federal debt and the curve

Gerard MacDonell May 21, 2025 12:00 PM

Moody’s aside, fiscal trends have become important

Gerard MacDonell May 20, 2025 4:27 PM

JGBs as the Canary in the Coalmine?

Peter Williams May 20, 2025 3:49 PM

Background: Follow up to history of S&P downgrade

Gerard MacDonell May 19, 2025 9:16 AM

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