Portfolio Strategy - 22V Research

Portfolio Strategy:

Setup into the FOMC & Payroll Scenario Analysis

Dennis DeBusschere December 5, 2024 8:23 AM

22V Payroll Survey: Investors Expect Lower Payrolls with a Muted Reaction

Dennis DeBusschere December 4, 2024 4:29 PM

Possible USD Paths and Impacts into Year-End

Dennis DeBusschere December 4, 2024 8:10 AM

Wage Data Friday a Swing Factor for 2025 Rate Cut Expectations + Fair Value Update

Dennis DeBusschere December 3, 2024 8:39 AM

Easier Core Inflation Reading Helping Move Yields Lower + Retail Over Services into Year End

Dennis DeBusschere December 2, 2024 8:49 AM

Risk Management Around CPI & Payrolls

Dennis DeBusschere November 27, 2024 8:21 AM

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