Weak Data Reinforcing the Soft Landing/Disinflation Narrative but Financial Condition Easing is a Growing Risk Dennis DeBusschere August 16, 2022 8:14 AM
Weakness in China Reinforcing the Low Inflation Narrative While the Easing of Financial Conditions Increases Policy Shock Risk Dennis DeBusschere August 15, 2022 8:05 AM
Chasing Stocks is Risky Given Continued Financial Condition Easing is Incompatible with the Fed’s Inflation Goals Dennis DeBusschere August 14, 2022 12:34 PM
No Clear Near-Term Catalyst to Challenge the Risk-On Rotation, but Too Strong Growth and Sentiment Driven Gains Mean More Vol Ahead Dennis DeBusschere August 12, 2022 8:05 AM
Fed Still Focused on Too High Sticky Inflation but the Weak CPI Print Reduced Tail Risk Dennis DeBusschere August 11, 2022 8:18 AM
Sticky Inflation Problem Puts Policy Expectations and Market Trends at Risk Dennis DeBusschere August 10, 2022 7:43 AM
