Near-Term Recession Odds Falling Farther + Inertia & Lack of Amplification Make a Deep Recession Unlikely Dennis DeBusschere May 12, 2023 8:00 AM
Equity Linked Strategies: Skew More Bearish as S&P Approaches 4200; Risk-on Internal Trade Dennis DeBusschere May 11, 2023 12:45 PM
CPI Helped the Soft Landing Narrative, China Weakness Working Against the Commodity Supercycle Story + Screening for Early Cyclical Levered Staples Dennis DeBusschere May 11, 2023 8:09 AM
Focus on Core Services Inflation + Unusually Negative Positioning and More Reasons to Expect a Risk-On Rebound Dennis DeBusschere May 10, 2023 7:46 AM
22V CPI Survey: Expectations for Higher-than-consensus Core, Mixed Market Reaction Dennis DeBusschere May 9, 2023 2:10 PM
Ambiguity in Lending Data + Early Cyclicals Levered Healthcare Dennis DeBusschere May 9, 2023 8:14 AM
