Economic Research - 22V Research

Economic Research:

What to make of non-market services prices, tentatively

Gerard MacDonell January 2, 2024 6:55 AM

The Biggest Macro Miss of 2023

Gerard MacDonell January 1, 2024 8:31 PM

Festivus update on the Excess Savings Stock thesis

Gerard MacDonell December 26, 2023 1:58 PM

The November price data were excellent, but Friday was not incremental

Gerard MacDonell December 26, 2023 10:43 AM

November PCE Data Continues the Soft Landing Trend

Peter Williams December 22, 2023 9:47 AM

The Fed and US Economy in 2024 – It’s Not All About When Cuts Start

Peter Williams December 21, 2023 10:17 AM

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