Economic Research - 22V Research

Economic Research:

A Few (Too Early) Thoughts on the March SEP and Fed Forecast Risks More Broadly

Peter Williams February 26, 2024 2:33 PM

Novice thoughts on cyclical vs acyclical inflation

Gerard MacDonell February 26, 2024 1:53 PM

Quick note on forward Fed pricing

Gerard MacDonell February 26, 2024 10:03 AM

Quick comment on Waller speech

Gerard MacDonell February 25, 2024 10:05 PM

I read Vice Chair Jefferson as more dumb than hawkish or dovish

Gerard MacDonell February 22, 2024 4:04 PM

CoreLogic SFRI roughly fits my assumption for sequential marginal rent growth

Gerard MacDonell February 22, 2024 1:33 PM

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