Portfolio Strategy - 22V Research

Portfolio Strategy:

Broad Risk-On Rally Long in the Tooth. Correlation Breakdown is More Compelling into Reporting Season

Dennis DeBusschere January 13, 2023 7:56 AM

All Eyes on CPI with Broad Expectations of a Low Print

Dennis DeBusschere January 12, 2023 7:29 AM

22V CPI Survey – Risk-on and Low CPI Expected

Dennis DeBusschere January 11, 2023 1:22 PM

Fed Path Dependent on Super Core CPI Readings + Good Setup into Earnings Reporting

Dennis DeBusschere January 11, 2023 8:16 AM

China Stimulus Constrained + Powell Risks and Why Wage Data is Super Important Today

Dennis DeBusschere January 10, 2023 8:04 AM

Exploring Recession Risk + Buyside Expectations for 2023

Dennis DeBusschere January 9, 2023 7:53 AM

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