Portfolio Strategy - 22V Research

Portfolio Strategy:

Yesterday’s Hawkish Skip Reinforces the Range Bound, Data Dependent Market and Importance of Themes

Dennis DeBusschere June 15, 2023 8:10 AM

Market Action Link to R* Narrative

Dennis DeBusschere June 14, 2023 8:27 AM

CPI Expected to Support Soft Landing Narrative While Longer-term Inflation & Policy Risks Remain

Dennis DeBusschere June 13, 2023 7:53 AM

22V CPI & FOMC Survey: Risk-on CPI, Risk-off Fed

Dennis DeBusschere June 12, 2023 2:58 PM

Average Stock Catching Up During the Risk-On Rally + Key Market Risks for this Week

Dennis DeBusschere June 12, 2023 8:17 AM

Data Keeps Pushing Down Recession Odds but Fed Risks Remain

Dennis DeBusschere June 11, 2023 2:29 PM

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