22V Research Reports

Economic Research

May 8, 2026 - 10:13

April Employment Report Gives Little to Dislodge Priors

Analysts

Peter Williams
Portfolio Strategy

May 8, 2026 - 07:58

Risk to Equities Today is Higher Wage Growth AND a Lower Urate

Analysts

Dennis DeBusschere

Brian Herlihy

Kevin Brocks

Sophia Wang
European Strategy/Geopolitics

May 8, 2026 - 07:58

Iran (But Mostly Ukraine) Update – A Shallow Phased Iran Deal Continues to Look Near Inevitable, But The Real News Is in Ukraine Where Kyiv Is Slowly Winning

Analysts

Jacob Funk Kirkegaard
Portfolio Strategy

May 7, 2026 - 16:51

AI Usage Goods vs Services Earnings

Analysts

Dennis DeBusschere

Brian Herlihy

Kevin Brocks

Sophia Wang
Economic Research

May 7, 2026 - 14:37

Consumer Strength Continues and the K-Shape May Be Changing

Analysts

Peter Williams
Portfolio Strategy

May 7, 2026 - 13:06

22V Surveys: Investors Expect Strong Payrolls but There’s a Growing Debate Over Reactions to Strong Data

Analysts

Dennis DeBusschere

Brian Herlihy

Kevin Brocks

Sophia Wang

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