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All Reports

All Reports:

22V Afternoon Shoot Around: Inflation Read Through, Ukraine Update, and Trade Ideas to Play for a Lower 2yr Yield

Dennis DeBusschere February 14, 2025 1:47 PM

Quant Market Diagnostics: A strong 4Q Earnings Season Continues, But with Some Divergences by Market Cap, Sectors, and Factors

Dennis DeBusschere & Sophia Wang February 14, 2025 12:33 PM

Real PCE growth finally tracking weaker

Gerard MacDonell February 14, 2025 9:20 AM

PPI Increased Our Conviction In 10yr Yields Lower + Riskier Cyclicals Longer Term

Dennis DeBusschere February 14, 2025 8:01 AM

Business applications fall to the lower end on the range

Gerard MacDonell February 13, 2025 12:37 PM

More detail on consensus tracking for Core PCE Price Index, as well as some context

Gerard MacDonell February 13, 2025 11:12 AM

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