Global Uncertainty Easing Some and Peak CPI Narrative Supporting Risk Dennis DeBusschere October 14, 2022 7:52 AM
Focus is On CPI This Morning But Trend Inflation Remains Too High Which Will Keep Rates Higher for Longer and Weigh on Defensives Dennis DeBusschere October 13, 2022 7:56 AM
22V Weekly Survey – Mixed CPI Expectations, Pessimistic Long-term Expectations, Pessimistic 3Q Earnings Expectations Dennis DeBusschere October 12, 2022 2:03 PM
Policy Uncertainty Keeping Vol High and Helping Create a Cyclical + Small Cap Rotation Dennis DeBusschere October 12, 2022 8:22 AM
Cyclical PEs Have Improved Relative to Defensives and Pricing Power Stocks Posied to Move Higher as Margins Come Under Pressure Dennis DeBusschere October 11, 2022 8:08 AM
Macro Data Continues to Drive Sentiment While Cyclicals are Poised to Move Higher Even as Fundamental Market Supports Weaken Dennis DeBusschere October 10, 2022 8:20 AM
