22V Research Reports

Banks

September 11, 2026 - 09:58

Will They or Won’t They? Charting the course for Banks around Macro policy.

Analysts

Bill Hebel

Brian Herlihy
European Strategy/Geopolitics

September 11, 2026 - 07:59

The Accelerating Conflict – Fed by Strategic Saudi Arabian Blunders – in the Middle East Pushes The ECB Towards Further Rate Hikes

Analysts

Jacob Funk Kirkegaard
Portfolio Strategy

September 11, 2026 - 07:52

Don’t Expect Much of an Increase in 10yr Yields Even if CPI Data is Hawkish

Analysts

Dennis DeBusschere

Kevin Brocks

Sophia Wang
Data Infrastructure / Commodities

September 11, 2026 - 07:45

The Compute Market Is Tightening — ORCL Q1’27, SPCX, IREN, OpenAI, MSFT

Analysts

Dauvin Peterson
Economics

September 10, 2026 - 13:02

Rough and ready proxy of underlying PCE inflation measure

Analysts

Gerard MacDonell
Washington Policy

September 10, 2026 - 12:55

Economic and National Security Risks Accelerate After the Midterms

Analysts

Kim Wallace

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