Portfolio Strategy - 22V Research

Portfolio Strategy:

22V Swaps – Performance Recap Into and Out of CPI

Dennis DeBusschere February 14, 2024 4:40 PM

Hot CPI Data Shifted the Burden of Proof on Inflation

Dennis DeBusschere February 14, 2024 8:15 AM

Risk-On is Consensus Heading into CPI Today + Risks to CPI Going Forward

Dennis DeBusschere February 13, 2024 8:06 AM

22V Surveys: Investors think CPI will be Risk-on

Dennis DeBusschere February 12, 2024 1:27 PM

Short Lived 3Q23 Playbook as Risk-On Starts Rebounding + Improving Outlook for non-Mag 7 Names

Dennis DeBusschere February 12, 2024 8:23 AM

The Tighter Financial Condition Tail Declined Some Last Week

Dennis DeBusschere February 11, 2024 1:05 PM

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