No Fed Surprises. They are Willing to Wait and See FOR NOW + Idiosyncratic Trade Updates – Plenty of Destocking Reversal to Go Dennis DeBusschere July 27, 2023 8:21 AM
Last Mile of Disinflation a Market Risk in 4Q. The Fed Unlikely to Tighten Financial Conditions Now + Small Caps Still Look Attractive Dennis DeBusschere July 26, 2023 8:45 AM
22V FOMC Survey: Investors Expect Negligible or Risk-off FOMC, Higher for Longer Dennis DeBusschere July 25, 2023 10:49 AM
Easing Financial Conditions Increase Chance of a Near-Term Risk Reversal. Longer-Term, the Improved Growth and Inflation Backdrop Still Support Risk-On Dennis DeBusschere July 25, 2023 8:29 AM
Recent Economic Momentum Biases the Fed to Keep Financial Conditions Tight, Encouraging a Near-Term Bounce in Low Vol and Defensives Dennis DeBusschere July 24, 2023 8:07 AM
Economic Strength Means Some Increased Fed Risk, More Focus On Internals + Earnings Update Dennis DeBusschere July 23, 2023 7:43 PM
