Firming Growth and a Stable Consumer Mean CPI is the Last Hurdle for a Near-Term Continuation of the Risk-On Rally Dennis DeBusschere July 12, 2023 7:58 AM
Data Trends Support Continued Rebound in Deep Cyclicals and Destocking Names Dennis DeBusschere July 11, 2023 8:15 AM
A Path to 3% Core Inflation Probably Needed Before the Curve Turns Positive Dennis DeBusschere July 10, 2023 8:08 AM
Payroll Data Consistent with Low Recession Risk and Further Risk-On Gains. High Conviction Calls Still Dependent on Unknowable Data Dennis DeBusschere July 9, 2023 1:51 PM
Payrolls are a VERY Important Piece of the Recession Risk Puzzle Dennis DeBusschere July 7, 2023 7:34 AM
