Core Demand Has Decelerated, Higher for Longer is Over, and Recession Risk Remains VERY Low. Investors Waiting on Data/Earnings Before Laggards Rotation Dennis DeBusschere July 7, 2024 2:14 PM
22V Surveys: Focus is on Payrolls, and (Surprisingly) Less on Wage Growth Dennis DeBusschere July 3, 2024 10:08 AM
Powell Laser Focused on Labor Markets + Some Easing of Geopolitical Risks + Coal Trade Dennis DeBusschere July 3, 2024 9:02 AM
Slowing Growth & Changing Correlations Between Yields & Stocks Dennis DeBusschere July 1, 2024 10:03 AM