Quant Market Diagnostics: Sentiment Diverging within the S&P, Supporting Cyclicals & Small Caps Dennis DeBusschere & Brian Herlihy November 4, 2022 2:43 PM
China: Signal on vaccines is positive, but the Covid pivot will be gradual Michael Hirson November 4, 2022 11:40 AM
Reinforces the hawkish interpretation on the OBJECTIVES, but *might* actually be dovish for the INSTRUMENTS Gerard MacDonell November 4, 2022 9:59 AM
Better China News, Backup in Rate Expectations, and Anticipation of a Risk-Off Payroll Report Make Reengaging the 4Q Rally More Attractive Dennis DeBusschere November 4, 2022 7:33 AM
Background: This might be a fight worth considering in advance Gerard MacDonell November 3, 2022 11:50 AM
