EPISODE · Sep 15, 2023 · 16 MIN
RenMac Off-Script: 3Ss (Shutdown, Strike, and Student Loans)
from RenMac · host Jeff deGraaf, Neil Dutta, & Stephen Pavlick
The RenMac team discusses the odds and economic impact (or lack thereof) of a gov’t shutdown, why not all inflation data is created equal, whether short-term soft-landing enthusiasm now could lead to inflationary consequences later, why reduced volatility in line with credit conditions, intra-market correlation, and the decline in Bitcoin..Also, please join us Monday at 11am for a call with former World Bank President David Malpass. CLICK HERE to Register
What this episode covers
The RenMac team discusses the odds and economic impact (or lack thereof) of a gov’t shutdown, why not all inflation data is created equal, whether short-term soft-landing enthusiasm now could lead to inflationary consequences later, why reduced volatility in line with credit conditions, intra-market correlation, and the decline in Bitcoin..Also, please join us Monday at 11am for a call with former World Bank President David Malpass. CLICK HERE to Register
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RenMac Off-Script: 3Ss (Shutdown, Strike, and Student Loans)
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