Portfolio Strategy - 22V Research

Portfolio Strategy:

Demand Growth Is Slowing, Which Is Necessary for Risk Assets to Work Higher

Dennis DeBusschere November 19, 2023 4:34 PM

The Necessary Consumer Slowdown, Not Collapse, is Taking Place

Dennis DeBusschere November 17, 2023 8:03 AM

Slower but Not Too Slow Data is Good for Risk

Dennis DeBusschere November 16, 2023 8:12 AM

Weak CPI Reading Challenging the Sticky High Inflation Narrative + Earnings Season Wrap Up

Dennis DeBusschere November 15, 2023 7:53 AM

Investors are Worried about Inflation Beyond Today’s Report

Dennis DeBusschere November 14, 2023 7:52 AM

22V November CPI Survey: Investors Do Not Think CPI is on a Fed-Friendly Path

Dennis DeBusschere November 13, 2023 11:49 AM

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