Investors Have Strong Risk-Off Expectations Heading into CPI/FOMC Dennis DeBusschere December 11, 2022 12:29 PM
Not Chasing the Fed Needs to Be More Hawkish Trade + Industrials Headwinds Dennis DeBusschere December 9, 2022 7:55 AM
22V Weekly Survey – Risk-on CPI, Risk-off FOMC, Recession in 2023 Dennis DeBusschere December 8, 2022 2:21 PM
Self-Isolation a Risk to China, Curve Inversion a Cyclical Headwind, but Powell Unlikley to Fuel the Financial Conditions Tightening Trade Next Week Dennis DeBusschere December 8, 2022 8:22 AM
China’s COVID Shift – Good for Deflation Not a Game Changer for Economic Activity Dennis DeBusschere December 7, 2022 8:48 AM
Strong Services PMI Complicated the Narrative, Not the Trend. Activity is Slowing and Goods Disinflation is Accelerating Dennis DeBusschere December 6, 2022 8:01 AM
