Economic Research - 22V Research

Economic Research:

Sanity on and the dollar

Gerard MacDonell April 23, 2025 11:36 AM

Tariff Risks are Minimally Responsive to Rates

Peter Williams April 21, 2025 1:58 PM

Usual inferences of PCE detail from informed consensus

Gerard MacDonell April 17, 2025 12:41 PM

Bank Earnings Remind that Initial Conditions Were Solid + Pause is the Default Tariff Response for Now

Peter Williams April 17, 2025 11:30 AM

Hawkish and dovish elements in the Powell talk

Gerard MacDonell April 16, 2025 4:30 PM

Powell Waits for Greater Clarity While Insuring Inflation Expectations Don’t Deanchor

Peter Williams April 16, 2025 3:45 PM

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