For Better or Worse, Powell’s Speech Will Help Update the Fed’s Reaction Function and Impact Market Internals & Credit + EM Underperformance ELS Dennis DeBusschere February 7, 2023 8:11 AM
Energy Sector – Chart Spotlight – Losing Power and Will Move Lower John Roque February 6, 2023 9:03 AM
Stronger Growth Means Fed Funds Futures will Grind Higher, Encouraging a Risk-off Rotation, But Not a Restart of 2022’s High Correlation Backdrop Dennis DeBusschere February 6, 2023 7:59 AM
Quant Market in Numbers: Prolonged Economic Transition Encourages Internal Rotations Dennis DeBusschere & Brian Herlihy February 6, 2023 7:42 AM
Biden’s 2023 Framing Speech, US-China Competition, and More from Powell Kim Wallace February 5, 2023 2:22 PM
