22V CPI Survey: Expectations for Higher-than-consensus Core, Mixed Market Reaction Dennis DeBusschere May 9, 2023 2:10 PM
Ambiguity in Lending Data + Early Cyclicals Levered Healthcare Dennis DeBusschere May 9, 2023 8:14 AM
Stabilish Macro Backdrop + Better Earnings Trends Suggest another Bout of Risk-on Mean Reversion Dennis DeBusschere May 8, 2023 8:17 AM
Data Shows Little Has Change – Nearby Recession Odds are Low, Rates Will Remain Higher for Longer, Early Cyclicals Still Favored Over Deeps Dennis DeBusschere May 7, 2023 12:42 PM
