22V Research Reports

Portfolio Strategy

September 13, 2026 - 15:08

Need to Respect the Economic Speed Limit Means a Deeply Negative Correlation Between Stocks and Yields

Analysts

Dennis DeBusschere

Kevin Brocks

Sophia Wang
Economic Research

September 13, 2026 - 13:45

September FOMC Preview: Time to Get Going

Analysts

Peter Williams
AI Macro Nexus Research

September 13, 2026 - 08:30

Linear vs. Exponential: AGI Has Arrived But Oil, Bonds and the Fed Oh My

Analysts

Jordi Visser
Shoot Around

September 11, 2026 - 15:11

22V Afternoon Shoot Around: CPI, 10yr, and Banks Update

Analysts

Dennis DeBusschere
Economics

September 11, 2026 - 11:34

The lagging government rent data are now probably roughly good enough

Analysts

Gerard MacDonell
Economic Research

September 11, 2026 - 10:08

August CPI Pushes the Fed Towards Can’t Not Hike Territory

Analysts

Peter Williams

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