Portfolio Strategy - 22V Research

Portfolio Strategy:

22V Swaps: 2 Swaps for Earnings Season

Dennis DeBusschere January 16, 2024 2:16 PM

Strong Data Suggest a Reversal of Growth Concerns that Would be a Support for Risk-on & Value

Dennis DeBusschere January 16, 2024 8:10 AM

Real Growth Data Improved Last Week Confirming the ’24 Risk is Too Strong Growth

Dennis DeBusschere January 15, 2024 2:22 PM

Hotter CPI Report Increases Upside PCE Risk and COULD be a Risk-On Headwind

Dennis DeBusschere January 12, 2024 8:20 AM

The Disinflation Path Will be Bumpy

Dennis DeBusschere January 11, 2024 8:06 AM

22V January CPI Survey & Short CPI Preview – Optimism About the Path of Inflation

Dennis DeBusschere January 10, 2024 10:52 AM

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