Portfolio Strategy - 22V Research

Portfolio Strategy:

Shifting Focus to May 2nd

Dennis DeBusschere March 22, 2023 8:18 AM

22V Bank & Fed Survey; Bank Failures are a 50bp Hike, Lending will Contract -15%, No Consensus for FOMC Market Reaction

Dennis DeBusschere March 21, 2023 2:25 PM

25bp Hike is the Base Case so Powell’s Press Conference is Critical for Vol

Dennis DeBusschere March 21, 2023 8:49 AM

Trades and Scenario Analysis in a Still Fluid Situation

Dennis DeBusschere March 19, 2023 2:36 PM

What If the Market Isn’t Crazy

Dennis DeBusschere March 17, 2023 8:07 AM

Markets Stuck Between Instability and Inflation + Cash Return Support

Dennis DeBusschere March 16, 2023 8:00 AM

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