Slowing Growth + Elevated Recession Risk + Range Bound Financial Conditions Means More Focus on Internals and Themes Dennis DeBusschere December 15, 2022 8:29 AM
CPI Report Further Lowers the Risk of Financial Condition Retightening, Supports Stable Fair Value, and Puts Added Downward Pressure on the USD Dennis DeBusschere December 14, 2022 8:00 AM
Weak CPI Report Expect but Internals Will Matter for Markets. Beyond CPI, Labor Conditions Will Be the Policy Swing Factor Dennis DeBusschere December 13, 2022 7:43 AM
Near-Term Focus is on Inflation Readings and a Still Too Tight Labor Market. Longer-Term Influence is the Quickening Economic Slowdown Dennis DeBusschere December 12, 2022 7:53 AM
