https://22vad.com/reports/daily-debusschere-9-9-view-on-the-consumer/2026-09-09T14:32:32-06:00https://22vad.com/reports/daily-debusschere-9-3-fair-value-update/2026-09-03T06:39:36-06:00https://22vad.com/reports/daily-debusschere-9-2-strong-earnings-trends-but-a-worsening-near-term-market-skew/2026-09-02T07:35:39-06:00https://22vad.com/reports/daily-debusschere-8-31-higher-valuations-make-correctly-assess-supply-constraints-and-financing-costs-critical/2026-09-01T09:04:09-06:00https://22vad.com/reports/daily-debusschere-9-1-scarce-cash-return-and-rising-yields-are-helping-ai-usage-services-names-and-increasing-risk-to-ai-buildout-names/2026-09-01T08:55:56-06:00https://22vad.com/reports/daily-debusschere-8-27-jackson-hole-provides-warsh-an-opportunity-to-support-risk-assets-financial-constraints-on-the-ai-buildout/2026-09-01T04:52:44-06:00https://22vad.com/reports/daily-debusschere-8-26-investors-increasingly-paying-up-for-cash-return-today-over-future-growth/2026-09-01T04:52:09-06:00https://22vad.com/reports/daily-debusschere-8-24-lower-bond-vol-into-jackson-hole-would-benefit-risk-on-assets/2026-08-31T20:11:46-06:00https://22vad.com/reports/daily-debusschere-8-28-jackson-hole-focus-macro-investors-are-looking-for-signs-warsh-is-willing-to-use-fed-funds-to-tighten-financial-conditions/2026-08-31T19:53:02-06:00https://22vad.com/reports/daily-debusschere-8-21-increasing-risk-of-tighter-policy-and-a-flatter-yield-curve/2026-08-31T19:11:43-06:00https://22vad.com/reports/daily-debusschere-8-25-fundamental-focus-in-on-2028-and-beyond-one-macro-headwind-to-consider-for-the-ai-trade/2026-08-31T19:11:09-06:00https://22vad.com/reports/daily-debusschere-8-17-lower-macro-risk-and-the-momentum-unwind-allow-for-more-fundamentally-driven-returns/2026-08-31T19:02:21-06:00https://22vad.com/reports/daily-debusschere-8-20-investors-should-start-thinking-about-higher-odds-of-rate-hikes/2026-08-31T19:01:36-06:00https://22vad.com/reports/daily-debusschere-8-19-the-buildout-should-be-increasingly-sensitive-to-debt-costs/2026-08-31T18:52:51-06:00https://22vad.com/reports/daily-debusschere-8-14-the-right-tail-for-equities-increased-following-cpi-ppi-data-ai-update-2q-reporting-provided-more-evidence-that-ai-is-improving-profitability/2026-08-31T18:31:39-06:00https://22vad.com/reports/daily-debusschere-8-18-follow-up-on-our-short-homebuilders-call/2026-08-31T18:29:40-06:00https://22vad.com/reports/daily-debusschere-8-13-dovish-cpi-limits-10yr-yield-upside-tail-risk-strong-growth-means-the-curve-is-still-biased-to-steepen/2026-08-31T17:58:43-06:00https://22vad.com/reports/daily-debusschere-8-11-two-distinct-reasons-for-higher-10yr-yields-and-how-they-impact-risk-assets/2026-08-31T15:32:15-06:00https://22vad.com/reports/daily-debusschere-8-12-thoughts-into-todays-cpi/2026-08-31T15:31:39-06:00https://22vad.com/reports/daily-debusschere-8-10-more-durable-expansion-setting-up-a-more-positive-risk-on-skew/2026-08-31T15:13:18-06:00https://22vad.com/reports/week-of-8-3-monday-macro/2026-08-12T12:13:30-06:00https://22vad.com/reports/week-of-7-27-monday-macro/2026-08-12T12:02:45-06:00https://22vad.com/reports/week-of-7-20-monday-macro/2026-08-12T12:02:27-06:00https://22vad.com/reports/week-of-7-12-monday-macro/2026-08-12T12:02:10-06:00https://22vad.com/reports/daily-debusschere-8-7-two-way-urate-risk-investor-sentiment-still-low-relative-to-economic-data/2026-08-12T10:08:53-06:00https://22vad.com/reports/daily-debusschere-8-6-survey-consensus-on-payrolls-supportive-of-risk-why-a-higher-urate-is-good-for-markets-now/2026-08-12T09:52:58-06:00https://22vad.com/reports/daily-debusschere-8-5-immediate-macro-catalysts-the-longer-term-direction-of-travel-ai-quantifiers-and-sp-valuation/2026-08-12T09:51:27-06:00https://22vad.com/reports/daily-debusschere-8-4-improving-profitability-helped-ai-users-and-buildout-names-outperformed-yesterday/2026-08-12T09:32:44-06:00https://22vad.com/reports/daily-debusschere-8-3-fade-risk-averse-positioning/2026-08-12T09:22:58-06:00https://22vad.com/reports/daily-debusschere-7-29-fed-hike-risk-ai-margin-impact-signals-and-investor-expectations/2026-08-06T16:23:19-06:00https://22vad.com/reports/daily-debusschere-7-30-policy-shift-do-little-and-let-markets-guide-financial-conditions/2026-08-06T16:22:16-06:00https://22vad.com/reports/daily-debusschere-7-31-fundamentals-are-supporting-ai-buildout-names/2026-08-06T16:03:16-06:00https://22vad.com/reports/daily-debusschere-7-28-too-many-questions-and-not-enough-answers-related-to-the-ai-buildout/2026-08-06T15:45:42-06:00https://22vad.com/reports/daily-debusschere-7-27-a-few-rate-hikes-doesnt-put-the-economic-expansion-at-risk-margin-sentiment-in-2q-is-constructive-for-ai-capex/2026-08-06T15:44:18-06:00https://22vad.com/reports/daily-debusschere-7-23-strong-fundamentals-but-there-is-only-so-much-of-an-increase-in-yields-and-oil-investors-will-accept/2026-08-06T15:40:59-06:00https://22vad.com/reports/daily-debusschere-7-24-what-sectors-industry-groups-and-thematic-baskets-come-u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026-09-28T13:41:41-06:00https://22vad.com/reports/daily-debusschere-9-29-range-bound-10yr/2026-09-29T09:32:00-06:00https://22vad.com/reports/consumer-discretionary/2026-09-29T13:20:42-06:00https://22vad.com/reports/daily-debusschere-9-30-more-on-the-10yr/2026-09-30T08:17:21-06:00https://22vad.com/reports/weekly-williams-rates-the-fed-and-the-inflation-outlook/2026-09-30T10:48:36-06:00https://22vad.com/reports/daily-debusschere-10-1-odds-of-an-october-hike-momentum-outlook/2026-10-01T09:46:58-06:00https://22vad.com/reports/roque-report-kre/2026-10-01T12:08:08-06:00https://22vad.com/reports/daily-debusschere-10-2-us-dollar/2026-10-02T09:44:04-06:00https://22vad.com/reports/daily-debusschere-10-5-bond-vol-fundamental-factors/2026-10-05T09:15:36-06:00https://22vad.com/reports/monday-macro-week-of-10-5-economic-speed-limit-remains-the-focus/2026-10-05T12:12:32-06:00https://22vad.com/reports/daily-debusschere-10-6-bond-vol-pharma-biotech/2026-10-06T09:25:15-06:00https://22vad.com/reports/a-higher-economic-speed-limit-is-good-news-but-strong-growth-keeps-pressure-on-10yr-yields/2026-10-06T10:34:11-06:00https://22vad.com/reports/roque-report-oih/2026-10-06T11:46:54-06:00https://22vad.com/reports/daily-debusschere-10-7-investor-views-on-the-ai-buildout/2026-10-07T09:30:36-06:00https://22vad.com/reports/weekly-williams-the-labor-market-the-fed-and-consumer-health/2026-10-07T10:21:41-06:00https://22vad.com/reports/22-minutes-with-22v-podcast-update-growth-consensus-shifts-higher-as-ais-next-test-comes-into-focus/2026-10-08T05:50:33-06:00https://22vad.com/reports/daily-debusschere-10-8-the-outlook-for-non-ai-cyclicals/2026-10-08T08:53:55-06:00https://22vad.com/reports/roque-report-bitcoin-2/2026-10-08T12:10:12-06:00https://22vad.com/reports/video-update-with-22v-data-infrastructure-commodities-analyst-dauvin-peterson/2026-10-08T19:55:20-06:00https://22vad.com/reports/daily-debusschere-10-9-ai-buildout-survey-results/2026-10-09T09:04:05-06:00https://22vad.com/reports/daily-debusschere-10-12-anthropics-analyst-day/2026-10-12T08:26:01-06:00https://22vad.com/reports/monday-macro-week-of-10-12-inflation-ai-capex-and-the-risks-to-our-outlook/2026-10-12T12:50:25-06:00https://22vad.com/reports/daily-debusschere-10-13-momentum-conviction/2026-10-13T10:02:07-06:00https://22vad.com/reports/roque-report-growth-vs-non-growth/2026-10-13T11:30:32-06:00https://22vad.com/reports/cpi-expectations-bond-volatility-and-dialing-back-conviction-in-ai-winners/2026-10-13T19:01:35-06:00https://22vad.com/reports/daily-debusschere-10-14-fed-hike-expectations/2026-10-14T10:08:08-06:00https://22vad.com/reports/weekly-williams-inflation-too-high-for-feds-comfort/2026-10-14T11:22:06-06:00https://22vad.com/reports/22-minutes-with-22v-hotter-cpi-highlights-ais-growing-interest-rate-sensitivity/2026-10-14T15:32:28-06:00https://22vad.com/reports/daily-debusschere-10-15-ai-buildout-beneficiaries/2026-10-15T09:16:06-06:00https://22vad.com/reports/roque-report-kospi/2026-10-15T11:38:45-06:00https://22vad.com/reports/daily-debusschere-10-16-hyperscalers-capex/2026-10-16T09:08:31-06:00https://22vad.com/reports/daily-debusschere-10-19-cash-return-factor/2026-10-19T09:55:48-06:00https://22vad.com/reports/monday-macro-week-of-10-19-neutral-across-market-direction/2026-10-19T13:56:59-06:00https://22vad.com/reports/daily-debusschere-10-20-more-on-momentum/2026-10-20T08:17:37-06:00https://22vad.com/reports/roque-report-lly/2026-10-20T11:19:51-06:00https://22vad.com/reports/daily-debusschere-10-21-ais-influence-on-yields/2026-10-21T09:26:25-06:00https://22vad.com/reports/weekly-williams-resilient-growth-persistent-inflation-and-the-feds-next-steps/2026-10-21T13:28:09-06:00https://22vad.com/reports/daily-debusschere-10-22-fed-reaction-function/2026-10-22T09:56:50-06:00https://22vad.com/reports/roque-report-nyse-nasdaq/2026-10-22T11:33:12-06:00