Constructive Backdrop Remains in Place But Expect Asset Sensitivity Around Inflation Data Dennis DeBusschere January 15, 2026 7:45 AM
China 2026 Outlook Part I: US-China and the Geopolitical Backdrop Michael Hirson & Houze Song January 14, 2026 4:01 PM
The less benign inflation backdrop is mostly but not entirely about goods Gerard MacDonell January 14, 2026 3:48 PM
Quant Market in Numbers: Correlation & Macro Influence Suggests Stabilization of AI Dennis DeBusschere & Brian Herlihy January 14, 2026 9:26 AM
Hedges More Attractive After Recent Data Challenge the Prevailing Optimistic Market Narrative Dennis DeBusschere January 14, 2026 7:53 AM
