Economic Research - 22V Research

Economic Research:

One principle was an overcount of one

Gerard MacDonell April 9, 2025 2:07 PM

Yale Budget Lab tariff assessment fits nicely

Gerard MacDonell April 8, 2025 4:28 PM

Framing Out the Inflation Response to Tariffs

Peter Williams April 8, 2025 12:53 PM

Uncertainty probably matters more to rates than to growth, at least ultimately

Gerard MacDonell April 7, 2025 6:05 PM

Background data keeping: Marginal rent growth appears to have firmed up marginally

Gerard MacDonell April 7, 2025 1:37 PM

Sadly, we are still down to guessing tariffs

Gerard MacDonell April 6, 2025 3:08 PM

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