Quant Market Diagnostics: Broad Earnings Sentiment Improvement Led by Early Cyclicals Dennis DeBusschere & Brian Herlihy February 9, 2024 2:52 PM
22V Afternoon Shoot Around: Good News on the Disinflation Front this Week After a Few Weeks of Hawkish Surprises. Dennis DeBusschere February 9, 2024 2:23 PM
CPI Revisions Today Will Help Set Rate Expectations & Market Internals + Russell Estimates Disconnect Dennis DeBusschere February 9, 2024 8:08 AM
What To Focus on in Europe This Week – The Relative Stable Outlook for European Politics in 2024 Jacob Funk Kirkegaard February 9, 2024 7:34 AM
Having Decided to Focus Solely on War Funding, Congressional Chaos Remains Kim Wallace February 8, 2024 2:29 PM