Portfolio Strategy - 22V Research

Portfolio Strategy:

10yr Yields Griding Higher to Slow Inflation is Good for Profitability, Size, and Growth

Dennis DeBusschere April 15, 2024 8:33 AM

Market Framework as 10yr Yields & the USD Adjust Higher to Slow Growth

Dennis DeBusschere April 14, 2024 3:17 PM

Still Far Away from a Tightening Bias + Thoughts Into Earnings Season

Dennis DeBusschere April 12, 2024 9:09 AM

22V Swaps: Earning Seasons Swap

Dennis DeBusschere April 11, 2024 12:19 PM

CPI was Bad for Risk But Recession Tail is Not Being Priced

Dennis DeBusschere April 11, 2024 8:34 AM

Risk-On Set Up into CPI + Correlations

Dennis DeBusschere April 10, 2024 8:05 AM

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