Portfolio Strategy - 22V Research

Portfolio Strategy:

Policy Uncertainty Adding to Narrative Volatility

Dennis DeBusschere December 16, 2022 8:13 AM

Slowing Growth + Elevated Recession Risk + Range Bound Financial Conditions Means More Focus on Internals and Themes

Dennis DeBusschere December 15, 2022 8:29 AM

FOMC Survey – Still Somewhat Pessimistic

Dennis DeBusschere December 14, 2022 11:11 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

Equity Linked Strategies Recap; Long Low Vol Hedge

Dennis DeBusschere December 13, 2022 4:18 PM

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

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