22V Weekly Survey – the First Optimistic CPI Expectations Dennis DeBusschere November 9, 2022 2:05 PM
Uncertain Election Results Leave Cyclicals Call Unchanged as Attention Shifts to Tomorrow’s CPI Print Dennis DeBusschere November 9, 2022 8:03 AM
Midterm Elections and Style Trade + Quality Supported by Lower Terminal Rate Vol + Slowing Growth Dennis DeBusschere November 8, 2022 8:23 AM
Nearing Peak Global Short Rates Means Lower Correlations, Midterms Supporting Unusual Sector Gains Dennis DeBusschere November 7, 2022 8:09 AM
Fed Focus on Slowing Growth Unchanged, But Barring a Deep Recession Correlations Should Move Lower, Favoring Cyclicals and Small Caps Dennis DeBusschere November 6, 2022 1:55 PM
Better China News, Backup in Rate Expectations, and Anticipation of a Risk-Off Payroll Report Make Reengaging the 4Q Rally More Attractive Dennis DeBusschere November 4, 2022 7:33 AM
