Inline Core CPI Today Would Confirm September Rate Cut Expectations Dennis DeBusschere July 11, 2024 7:51 AM
22V CPI Survey: Investors Expect CPI to be Risk-On and Lower than Consensus Dennis DeBusschere July 10, 2024 11:11 AM
Orderly Slowdown & Possible September Cut Could Disrupt the Momentum Trade + Basel III Helping Banks Dennis DeBusschere July 10, 2024 8:16 AM
AI Capex Crowding Out Cash Return Not Much of a Near-Term Market Headwind Dennis DeBusschere July 9, 2024 8:09 AM