22V CPI Survey: Investors Expect Higher Inflation and a Risk-off Market Reaction Dennis DeBusschere August 11, 2025 1:21 PM
Slow Growth With Above Target Inflation Means a Lot of Head Fakes + Homebuild Thoughts Dennis DeBusschere August 11, 2025 8:40 AM
Trump/Putin, US Inflation and Fiscal Balance, UK GDP/Manufacturing, US-China Trade Talks Kim Wallace August 10, 2025 7:01 PM
Metals & Mining (XME) Calls Offer an Attractive Way to Play the Continued Commodity Rally and a “Cheap” Rate/Credit Hedge For a Big Week of Data Jeff Jacobson August 10, 2025 7:00 PM
Incrementally Hawkish Data But Stay Hedged Against Upside in Riskier Factors Through the Summer Dennis DeBusschere August 10, 2025 1:43 PM
Q2 Earnings Surprise + GPT-5 Release: The Next Industrial Revolution Is Here Jordi Visser August 10, 2025 8:30 AM
