All Reports - 22V Research

All Reports:

GDP report fully consistent with demand slowdown thesis

Gerard MacDonell October 27, 2022 1:49 PM

Risk-On Internals Despite Mega-Cap Misses + Recession Risk Considerations

Dennis DeBusschere October 27, 2022 8:03 AM

The yield curve and the recession risk

Gerard MacDonell October 27, 2022 6:36 AM

Song Remains the Same

John Roque October 26, 2022 9:55 AM

Low Bar Mitigating Earnings Downside + Positioning for More Vol

Dennis DeBusschere October 26, 2022 8:31 AM

Quant Market in Numbers: Climbing Inflation Expectations & Another Bear Market Rally

Dennis DeBusschere & Brian Herlihy October 26, 2022 7:34 AM

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