Orderly Slowdown & Possible September Cut Could Disrupt the Momentum Trade + Basel III Helping Banks Dennis DeBusschere July 10, 2024 8:16 AM
AI Capex Crowding Out Cash Return Not Much of a Near-Term Market Headwind Dennis DeBusschere July 9, 2024 8:09 AM
Core Demand Has Decelerated, Higher for Longer is Over, and Recession Risk Remains VERY Low. Investors Waiting on Data/Earnings Before Laggards Rotation Dennis DeBusschere July 7, 2024 2:14 PM
22V Surveys: Focus is on Payrolls, and (Surprisingly) Less on Wage Growth Dennis DeBusschere July 3, 2024 10:08 AM