Economic Research - 22V Research

Economic Research:

September Employment Report: Leans Higher-for-Longer but Raises Risk of Another September-style Upside Forecast Revision

Peter Williams October 6, 2023 10:01 AM

With the supply issue now recognized, the yield curve may trade more directionally

Gerard MacDonell October 5, 2023 1:25 PM

The first and second time derivatives of wages

Gerard MacDonell October 4, 2023 12:51 PM

All Fed all the time no longer works

Gerard MacDonell October 3, 2023 5:15 PM

Vacancy data are perhaps not a reliable signal

Gerard MacDonell October 3, 2023 12:42 PM

Earnings yield in equities has been tracking sideways, oddly

Gerard MacDonell October 3, 2023 6:58 AM

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