Extreme Risk-on Rotation During the Quiet Data Period to be Tested by a Week of Important Macro Data Dennis DeBusschere January 30, 2023 7:58 AM
Wage Data Remains Critical for Recession and Market Risk Dennis DeBusschere January 29, 2023 12:37 PM
Soft Landing Mostly not Fully Discounted + Broad Data SO FAR Consistent with Declining Recession Odds Dennis DeBusschere January 27, 2023 8:15 AM
22V Recession & EPS Survey – Lower 2023 Recession Odds, Same 2023 EPS Estimates Dennis DeBusschere January 26, 2023 2:16 PM
Early EPS Results Show Few Signs of Feared Earnings Collapse – Softening of Policy Rhetoric Possible Near-Term, Medium-Term Risks to Credit Remain Dennis DeBusschere January 26, 2023 8:18 AM
