Economic Research - 22V Research

Economic Research:

The revisions make the excess savings stock thesis even more dubious

Gerard MacDonell August 18, 2023 12:27 PM

Putting to paper my presentation of the 2-Stage Disinflation hypothesis earlier this week

Gerard MacDonell August 17, 2023 3:51 PM

Even Atlanta Fed will probably revise up PCE for Q3

Gerard MacDonell August 15, 2023 10:08 AM

Rent inflation in the government data is fated to continue slowing for now, but it will get more complicated

Gerard MacDonell August 10, 2023 3:49 PM

July Wage Tracker

Gerard MacDonell August 10, 2023 2:04 PM

Quick summary of Liberty Street Economics piece on r*

Gerard MacDonell August 9, 2023 3:24 PM

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