RenMac Off-Script: The Deflating Reflation Trade
RenMac - A podcast by Jeff deGraaf, Neil Dutta, & Stephen Pavlick - Venerdì
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RenMac discusses the Biden’s challenge with budget reconciliation process, the oversold condition in energy and materials, the breakout in the dollar, the nagging and persistent breadth divergence, the inflation picture, and Steve’s foray into fatherhood.
