22V Afternoon Shoot Around: FOMC Wrap Up and High Likelihood of Remaining in Normal/Growth Macro Regime Dennis DeBusschere May 1, 2024 4:56 PM
22V Afternoon Shoot Around: Re-engaging the Two-Stage Disinflation Hypothesis, Earnings Sentiment Update, Chart Spotlight of China/HK Dennis DeBusschere April 29, 2024 2:03 PM
22V Afternoon Shoot Around: PCE Wrap Up, Note on Large Drawdowns Post Earnings, China Unlikely to Pursue Both Currency Devaluation and QE Dennis DeBusschere April 26, 2024 2:04 PM
22V Afternoon Shoot Around: Tech Rotation, USD Impact on High vs. Low Foreign Sales Names, Chart Spotlight of the FTSE-100 Dennis DeBusschere April 24, 2024 1:56 PM
22V Afternoon Shoot Around: Looking Ahead to PCE, Comments on Market Internals, and Non-Growth Technical Spotlight Dennis DeBusschere April 22, 2024 2:40 PM
22V Afternoon Shoot Around: Middle East Update & Investor EPS Survey with Fair Value Update Dennis DeBusschere April 19, 2024 2:07 PM