Portfolio Strategy - 22V Research

Portfolio Strategy:

Data Continue to Signal Low Recession Risk, Supporting Cyclicals and Risk-On Factors. Last Mile of Disinflation a POSSIBLE 4Q Risk

Dennis DeBusschere August 6, 2023 4:56 PM

Strong Payrolls and Easing Wage Data Would Support More Steepening and Deep Cyclical Leadership

Dennis DeBusschere August 4, 2023 7:52 AM

22V Survey: Investors Expect Strong Employment Data with Soft Wage Inflation Data

Dennis DeBusschere August 3, 2023 11:18 AM

Reasons for 10yr Yield Moves Matter for Internals

Dennis DeBusschere August 3, 2023 8:15 AM

Why 10yr Yields are Moving & What It Means

Dennis DeBusschere August 2, 2023 8:28 AM

Hard Data Remains Stronger than Surveys + Fair Value Update

Dennis DeBusschere August 1, 2023 8:15 AM

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