Portfolio Strategy - 22V Research

Portfolio Strategy:

22V CPI Survey: Investors Optimistic for CPI Tomorrow, but Pessimistic About Wage Growth Impact on CPI Longer-Term

Dennis DeBusschere August 9, 2023 11:23 AM

Reducing Risk-on Exposure to High Conviction Calls

Dennis DeBusschere August 9, 2023 8:26 AM

Yield Curve Regimes & Returns

Dennis DeBusschere August 8, 2023 8:27 AM

10yr Yields & Growth Stocks

Dennis DeBusschere August 7, 2023 8:53 AM

Data Continue to Signal Low Recession Risk, Supporting Cyclicals and Risk-On Factors. Last Mile of Disinflation a POSSIBLE 4Q Risk

Dennis DeBusschere August 6, 2023 4:56 PM

Strong Payrolls and Easing Wage Data Would Support More Steepening and Deep Cyclical Leadership

Dennis DeBusschere August 4, 2023 7:52 AM

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