22V Afternoon Shoot Around: Price Momentum, China, and a WFC Earnings Update Dennis DeBusschere July 15, 2026 3:44 PM
Informed consensus says 18 bps on Core PCE with little to no funny business Gerard MacDonell July 15, 2026 2:07 PM
Background: CBO has seemingly revised DOWN their estimate of the effect of aging on potential participation rate Gerard MacDonell July 15, 2026 1:29 PM
Quant Market in Numbers: Value as a Hedge to Momentum Risk Dennis DeBusschere & Sophia Wang July 15, 2026 9:32 AM
CPI Pushed Financial Tightening Risk into the Background, Shifting Focus to Strong Earnings Trends Dennis DeBusschere July 15, 2026 7:55 AM
