Portfolio Strategy - 22V Research

Portfolio Strategy:

Explaining “Weird” Internals

Dennis DeBusschere September 6, 2023 8:18 AM

Speed Limit for Growth Slightly Higher

Dennis DeBusschere September 5, 2023 7:40 AM

Short Pre-Payroll Report

Dennis DeBusschere September 1, 2023 6:59 AM

22V Survey: Investors Expect Soft Employment and Wage Inflation Data

Dennis DeBusschere August 31, 2023 11:29 AM

Payrolls are Still the Focus but the Other Labor Market Data Points to Gradual Easing

Dennis DeBusschere August 31, 2023 8:36 AM

So Far, So Good on Wage Data. Payroll Data Still Needs to Be In-line or Lower for Risk Assets to Work Higher

Dennis DeBusschere August 30, 2023 8:38 AM

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