Portfolio Strategy - 22V Research

Portfolio Strategy:

Market Views on Growth are Improving Supporting the Laggard Catchup

Dennis DeBusschere January 26, 2024 8:54 AM

22V Weekly Swaps Performance Update – W/W Reversals of YTD Moves

Dennis DeBusschere January 25, 2024 4:16 PM

22V Survey: Growing Economic Optimism & 4Q EPS Optimism

Dennis DeBusschere January 25, 2024 2:30 PM

Supportive PMI Readings + Good and Bad of Earnings So Far

Dennis DeBusschere January 25, 2024 8:15 AM

China Move Easing RoW Concerns and Supporting Laggards + Thoughts on Momentum

Dennis DeBusschere January 24, 2024 8:16 AM

Data Outlook Supports a Risk-on/Early Cyclicals Rotation

Dennis DeBusschere January 23, 2024 8:11 AM

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