Focusing on Core Views and Fundamental Supports After a Bad Week for Risk Dennis DeBusschere June 26, 2023 8:24 AM
Signs of Central Bank Impatience Increased Uncertainty and Weighed on Risk Last Week. Data Needed to Change that Trend are a Week Off Dennis DeBusschere June 25, 2023 5:39 PM
Less Patient Central Banks and Recession Risk Complicating the Risk-On Trade + Longer Term Defensive Headwinds Dennis DeBusschere June 23, 2023 8:35 AM
22V Survey: Recession Expectations Stable but Farther Out, EPS Stable but Better than 1Q Dennis DeBusschere June 22, 2023 11:58 AM
Deep Cyclicals Bid, Long EM, and More Evidence that Macro is Hard Dennis DeBusschere June 22, 2023 8:19 AM
Housing Data Indicate the Worst Impacts of the Fed Have Passed. Micro Themes Still More Attractive than Market Call Dennis DeBusschere June 21, 2023 8:03 AM
