Economic Research - 22V Research

Economic Research:

Real PCE for Q1 looks slightly less horrible, fwiw

Gerard MacDonell April 16, 2025 1:38 PM

Governor Waller’s talk yesterday highlights an important point

Gerard MacDonell April 15, 2025 11:52 AM

Mar a logic applied domestically

Gerard MacDonell April 15, 2025 11:33 AM

Waller Lays Out a (the Most?) Dovish Tariff Reaction Function

Peter Williams April 14, 2025 2:39 PM

Misconception II: The direct drag on growth from the tariffs is relevant mostly to fixed income

Gerard MacDonell April 14, 2025 12:10 PM

Misconception I : The role of capital flows

Gerard MacDonell April 14, 2025 6:00 AM

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