Payrolls Reinforced 1) Recession Risk Remains Low, 2) Rate Cut Expectations Need to Be Trimmed Meaningfully Dennis DeBusschere December 10, 2023 12:03 PM
Pre-Payroll Setup + Arguments Against the Growing Recession Risk Narrative Dennis DeBusschere December 8, 2023 8:09 AM
Moderating Rate Cut Expectations Reinforcing the Early Cyclicals Uptrend + Don’t Extrapolate Weak Headline JOLTS Dennis DeBusschere December 6, 2023 8:04 AM
