Portfolio Strategy - 22V Research

Portfolio Strategy:

Fed Pivot Drove a Shock Decline in 2yr Yields + Thematic Trades to Press

Dennis DeBusschere December 14, 2023 8:08 AM

Fed Skew + VIX Level Risk Considerations

Dennis DeBusschere December 13, 2023 8:27 AM

22V Weekly Swaps Performance Update – Into the Fed

Dennis DeBusschere December 12, 2023 4:29 PM

Investors Less Focused on CPI Today than FOMC Tomorrow + Thinking About Data Paths and the Impact of Uncertainty

Dennis DeBusschere December 12, 2023 8:14 AM

22V December CPI & FOMC Survey: Investors are Pessimistic, Again

Dennis DeBusschere December 11, 2023 1:47 PM

Improbable Not Impossible + Thoughts into the Fed

Dennis DeBusschere December 11, 2023 8:11 AM

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