Portfolio Strategy - 22V Research

Portfolio Strategy:

Concerning Friday’s Data – Softening Expectations Amid a Complicated Backdrop

Dennis DeBusschere March 7, 2024 8:22 AM

22V Payrolls Survey: Change in Trend – Optimism about Payrolls, Expectations of Labor Market Weakness Pushed Out

Dennis DeBusschere March 6, 2024 2:41 PM

22V Swaps – Sustainable Dividend Growth & Utilities Into Data

Dennis DeBusschere March 6, 2024 12:00 PM

Yields Tracking Growth + What Might be Going on With Mo

Dennis DeBusschere March 6, 2024 8:35 AM

Short Rates Less Important than Economic Trends + Deep Cyclical Catchup

Dennis DeBusschere March 5, 2024 8:22 AM

Risk Rotation Suggests Value Catchup + Consensus Implies a Hawkish Wage Reading On Friday

Dennis DeBusschere March 4, 2024 8:12 AM

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