1Q Demand Trends Mean a Recession is Not the Base Case, Even as Risks Increase + USD Weakness a Modest Support for EPS Dennis DeBusschere April 30, 2025 8:28 AM
Quant Market in Numbers: More Mean Reversal Amid Persistent Risk-off Internals Dennis DeBusschere & Sophia Wang April 29, 2025 4:53 PM
Derivatives Video – Market Rally Right into the Pre-Tariff Levels, as VIX has Moved Sharply Lower, Makes Owning Put Spread Hedges Still Attractive Jeff Jacobson April 29, 2025 3:39 PM
March JOLTS and April Conference Board Consumer Confidence: A Tale of the Before vs After Times Peter Williams April 29, 2025 12:03 PM
Rate Cut Paths are Recession Dependent and Do Little to Change the Market Path + Industrials Spotlight Dennis DeBusschere April 29, 2025 8:31 AM
