Economic Research - 22V Research

Economic Research:

The bond market needs its own estimate of r*, but as a real time guide to policy the various official estimates are basically irrelevant

Gerard MacDonell May 21, 2023 11:09 AM

I think Bloomberg got the Powell talk right

Gerard MacDonell May 19, 2023 4:09 PM

Five takeaways from Powell and one from Bernanke

Gerard MacDonell May 19, 2023 12:49 PM

All we got from Williams was r*

Gerard MacDonell May 19, 2023 11:23 AM

Briefly on Dallas Fed President Lorie Logan’s talk

Gerard MacDonell May 19, 2023 8:28 AM

Philly beat but the bigger picture from the early reporting regional Fed reports is weak

Gerard MacDonell May 18, 2023 10:17 AM

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