Forward Returns When Sentiment Diverges + Introducing Underlying Demand Tracker Dennis DeBusschere August 14, 2024 7:52 AM
22V CPI Survey: Investors Expect CPI to be Risk-On and Inflation on a Fed-Friendly Glide Path Dennis DeBusschere August 13, 2024 12:52 PM
The Backdrop and Playbook into Inflation, Retail Sales, and Housing data Dennis DeBusschere August 13, 2024 8:16 AM
Conditions for Risk Rally in Place but More Data are Needed + Lowered Earnings Bar Coming Out of 2Q Dennis DeBusschere August 12, 2024 8:41 AM
Data to Focus On When Assessing Recession Risk, How To Think About Rate Cuts, and a Framework for Thinking About Fair Value Dennis DeBusschere August 11, 2024 2:18 PM