22V China Survey: Stimulus Expectations & Bullish Equities Michael Hirson & Houze Song September 19, 2025 4:24 PM
22V Afternoon Shoot Around: USD Headwinds, Regional Banks Trade, and a Washington Update Dennis DeBusschere September 19, 2025 2:43 PM
Regional Bank (KRE) Upside Trades Remain Attractive as KRE/IWM Relative Spread is Back at Support and Small Caps are Breaking Out Jeff Jacobson September 19, 2025 9:37 AM
What to Focus on in Europe This Week – New EU Sanctions On Russia Sets Middle Point Direction For EU Relations With Both the US and China Jacob Funk Kirkegaard September 19, 2025 9:35 AM
Higher 10yr Yields Not a Problem While Labor Market Tail Risks Ease + Longer-Term USD Headwinds Dennis DeBusschere September 19, 2025 8:39 AM
