All Reports - 22V Research

All Reports:

Narrower Mortgage Spreads Better for Deep Cyclicals than Homebuilders + 2024 Risk and Idio Themes

Dennis DeBusschere December 22, 2023 8:08 AM

Divining 2024 DC Policy Risk From 2023 Indicators

Kim Wallace December 21, 2023 3:55 PM

22VI Afternoon Shoot Around: How We are Thinking About Rate Cuts

Dennis DeBusschere December 21, 2023 2:08 PM

22V 2024 Sector, Factor, and Thematic Survey

Dennis DeBusschere December 21, 2023 1:27 PM

The Fed and US Economy in 2024 – It’s Not All About When Cuts Start

Peter Williams December 21, 2023 10:17 AM

Deep Cyclicals Trade in 1H24 + Growing Housing Risk for 2H24

Dennis DeBusschere December 21, 2023 8:28 AM

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