Portfolio Strategy - 22V Research

Portfolio Strategy:

Process Update Focus After the Fed Cut

Dennis DeBusschere September 20, 2024 8:55 AM

22V Swaps IDEA: Highlighting YC Steepeners

Dennis DeBusschere September 19, 2024 4:28 PM

9-10 Cuts + Stronger Housing Data are Very Good News for Catch Up Trades

Dennis DeBusschere September 19, 2024 8:30 AM

Most Investors Expect a 50bp Cut, So 25bp is a Danger. Longer-Term, Fewer Cuts are Now Associated with Better Risk-on Performance

Dennis DeBusschere September 18, 2024 8:26 AM

22V Surveys: Investors Expect a 50bp Cut with a Risk-on Reaction. Risk-off if 25bps.

Dennis DeBusschere September 17, 2024 12:38 PM

25 vs. 50 Could be a Risk-on Headwind Short Term. Cumulative Rate Cut Expectations Matter More for Direction of Travel

Dennis DeBusschere September 17, 2024 8:18 AM

Passion, Integrity, Excellence, Collaboration.

Invest intelligently with 22V Research.

Click here to become a client and access our research.