Weak CPI Report Expect but Internals Will Matter for Markets. Beyond CPI, Labor Conditions Will Be the Policy Swing Factor Dennis DeBusschere December 13, 2022 7:43 AM
Near-Term Focus is on Inflation Readings and a Still Too Tight Labor Market. Longer-Term Influence is the Quickening Economic Slowdown Dennis DeBusschere December 12, 2022 7:53 AM
Investors Have Strong Risk-Off Expectations Heading into CPI/FOMC Dennis DeBusschere December 11, 2022 12:29 PM
Not Chasing the Fed Needs to Be More Hawkish Trade + Industrials Headwinds Dennis DeBusschere December 9, 2022 7:55 AM
22V Weekly Survey – Risk-on CPI, Risk-off FOMC, Recession in 2023 Dennis DeBusschere December 8, 2022 2:21 PM
Self-Isolation a Risk to China, Curve Inversion a Cyclical Headwind, but Powell Unlikley to Fuel the Financial Conditions Tightening Trade Next Week Dennis DeBusschere December 8, 2022 8:22 AM
