Portfolio Strategy - 22V Research

Portfolio Strategy:

22V China & 10yr Survey: Pessimism over China’s Growth Prospects, Expectations for 4%+ 10yr in 2023, Lower 10yr in 2024

Dennis DeBusschere August 17, 2023 2:05 PM

Curves Steepening for the Wrong Reasons Leading to More Negative Correlation Between Stocks & Yields + Value Micro Trend Still Working

Dennis DeBusschere August 17, 2023 8:29 AM

Growth is Too Strong for Risk Assets

Dennis DeBusschere August 16, 2023 8:28 AM

China Risks Increasing + USD Thoughts

Dennis DeBusschere August 15, 2023 8:37 AM

Risk Backdrop + How the Economy Could Go Wrong

Dennis DeBusschere August 14, 2023 8:37 AM

Burdens of Proof Shifting for Inflation and Risk-On

Dennis DeBusschere August 13, 2023 1:31 PM

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