RenMac Off-Script: Offsides Overcompensation
RenMac - A podcast by Jeff deGraaf, Neil Dutta, & Stephen Pavlick - Venerdì
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The RenMac team discusses Queen Elizabeth’s legacy, why Biden is leaving Trump’s China tariffs in place, markets pricing in 150bps over the next three Fed meetings, labor market remaining hot, why the market cycle clock is tilting bullish, and how Rs are looking good to take the House but things are looking better for Ds to hold on to the Senate.
