22V Research Reports

Portfolio Strategy

September 10, 2026 - 11:41

22V CPI Survey: Investors are Split on CPI; More Think Financial Conditions Need to Tighten

Analysts

Dennis DeBusschere

Kevin Brocks

Sophia Wang
Portfolio Strategy

September 10, 2026 - 10:16

XLY Hedge Idea for Weaker Consumer Spending

Analysts

Dennis DeBusschere

Kevin Brocks

Sophia Wang
Economics

September 10, 2026 - 09:52

Quickly on PPI

Analysts

Gerard MacDonell
Data Infrastructure / Commodities

September 10, 2026 - 09:52

Expected signals for the AI trade from ORCL results

Analysts

Dauvin Peterson
Economics

September 10, 2026 - 09:43

Bessent relent: II

Analysts

Gerard MacDonell
Portfolio Strategy

September 10, 2026 - 08:21

Factor Positioning in a Backdrop of Restrictive 10yr Yields

Analysts

Dennis DeBusschere

Kevin Brocks

Sophia Wang

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