Quant Market in Numbers: EPS Estimates Still Moving Lower but Bottoming of Sentiment and Guidance Lower the Odds of a Sharp Drawdown Dennis DeBusschere & Brian Herlihy December 28, 2022 7:48 AM
Quant Market in Numbers: Less of a Risk-off Boost from Financial Condition Tightening Dennis DeBusschere & Brian Herlihy December 21, 2022 7:45 AM
Quant Market in Numbers: Slower Growth Favors Quality Growth Dennis DeBusschere & Brian Herlihy December 19, 2022 7:31 AM
Quant Market Diagnostics: Fundamental Screening Within Factors – Focusing on Strong Earnings Expectations Dennis DeBusschere & Brian Herlihy December 16, 2022 3:26 PM
Quant Market in Numbers: Severe Earnings Drawdown Still Not a Base Case But Broad Negative Revisions Suggest Focusing on Estimate Risk Dennis DeBusschere & Brian Herlihy December 14, 2022 7:42 AM
Quant Market in Numbers: Improving Macro and Fundamental Backdrop for Early Cyclicals Dennis DeBusschere & Brian Herlihy December 12, 2022 7:30 AM