RenMac Off-Script: Inflation Sensation
RenMac - A podcast by Jeff deGraaf, Neil Dutta, & Stephen Pavlick - Venerdì
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RenMac discusses the renewed improvement in consumer price inflation, the term premium as a driver of bond yields, the outperformance of financials and why value should continue to work in Q1, and a quick recap of Trump’s cabinet picks that are testifying on the Hill.
