Macro Uncertainty and an Adjustment to Fed Expectations Disrupting the Extended Risk-on Rally Dennis DeBusschere February 9, 2023 7:59 AM
US-China: After the balloon, picking up the pieces Kim Wallace, Michael Hirson, Sandra Namoos February 8, 2023 1:33 PM
Powell Didn’t Change the Narrative. Growth Will Slow, Policy Will Remain Tight but Flexible. Expect Increased Dispersion in a Range Bound Market Dennis DeBusschere February 8, 2023 8:25 AM
Quant Market in Numbers: Correlation Breakdown within Sectors and Factors Accelerating Dennis DeBusschere & Brian Herlihy February 8, 2023 8:07 AM
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