Portfolio Strategy - 22V Research

Portfolio Strategy:

Easing Inflation Pressures Moves U.S. Further From Recession Supporting a Continuation of the Risk-On Trade into Earnings

Dennis DeBusschere July 16, 2023 3:55 PM

Solid Set of Near-Term Risk-On Data

Dennis DeBusschere July 14, 2023 8:14 AM

CPI Support Continuation of the Risk-On Rally and Small Cap Rebound + 2024 Risks

Dennis DeBusschere July 13, 2023 8:26 AM

Firming Growth and a Stable Consumer Mean CPI is the Last Hurdle for a Near-Term Continuation of the Risk-On Rally

Dennis DeBusschere July 12, 2023 7:58 AM

22V CPI Survey: Investors Expect a Risk-on CPI

Dennis DeBusschere July 11, 2023 11:09 AM

Data Trends Support Continued Rebound in Deep Cyclicals and Destocking Names

Dennis DeBusschere July 11, 2023 8:15 AM

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