Portfolio Strategy - 22V Research

Portfolio Strategy:

Easing Financial Condition Tailwind Supporting Strong S&P Returns is Fading

Dennis DeBusschere December 23, 2024 8:46 AM

Policy Uncertainty Impacted Risk Assets Last Week but Trends/Internals Make it Difficult to Press a Short Call Here

Dennis DeBusschere December 22, 2024 1:51 PM

Apparent Tariff Concern Muddies the Fed’s Reaction Function But Doesn’t Change the 2025 Base Case

Dennis DeBusschere December 20, 2024 8:18 AM

Market Reaction to the FOMC & Medium Term Factor/Market Implications

Dennis DeBusschere December 19, 2024 8:24 AM

Thoughts on Forward Guidance and Market Internals

Dennis DeBusschere December 18, 2024 8:11 AM

New 22V Swap: Retail + Transports vs. Consumer Services

Dennis DeBusschere December 17, 2024 2:10 PM

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