CPI Miss Was Not a Fluke and Creates Room for the Equity Rally to Continue Dennis DeBusschere November 11, 2022 8:25 AM
First CPI Where Investors are Optimistic + Renewed Concerns About Growth and COVID Policy in China Dennis DeBusschere November 10, 2022 7:33 AM
22V Weekly Survey – the First Optimistic CPI Expectations Dennis DeBusschere November 9, 2022 2:05 PM
Uncertain Election Results Leave Cyclicals Call Unchanged as Attention Shifts to Tomorrow’s CPI Print Dennis DeBusschere November 9, 2022 8:03 AM
Midterm Elections and Style Trade + Quality Supported by Lower Terminal Rate Vol + Slowing Growth Dennis DeBusschere November 8, 2022 8:23 AM
Nearing Peak Global Short Rates Means Lower Correlations, Midterms Supporting Unusual Sector Gains Dennis DeBusschere November 7, 2022 8:09 AM
