Tariffs Comments Look Like Negotiating Tactic + Stablish Rates & Skews Favor Value, Transports, XRT, and Small Caps Dennis DeBusschere November 26, 2024 8:21 AM
Yields Lower on Some Easing of Fiscal Sustainability Risk. Inflationary Tariffs and Immigration Reform a Persistent Source of Uncertainty Dennis DeBusschere November 25, 2024 8:20 AM
Risk Factor Influences, Thinking Through USD Implications, and 2025/Longer-Term Risks Dennis DeBusschere November 24, 2024 1:13 PM
Market Internals are Already Pricing the Risk of Bad Inflation Dennis DeBusschere November 22, 2024 8:05 AM
22V Swaps: All SMID Cap Swaps Will Benefit from a Valuation Normalization Dennis DeBusschere November 21, 2024 5:01 PM
Broad AI Weakness a Short-Term Growth Headwind + China Equity Sentiment Weakening Dennis DeBusschere November 21, 2024 8:08 AM
