EPISODE · Feb 2, 2024 · 25 MIN
RenMac Off-Script: A Flukey Month
from RenMac · host Jeff deGraaf, Neil Dutta, & Stephen Pavlick
RenMac discusses why the flukey payroll report may reduce the Fed’s sense of urgency, why the weather mattered in January, how a boost in productivity may also be a boost to earnings, how employment is more of a byproduct of a strong economy than a cause, whether the disconnect between economists and voters on the Biden economy is narrowing, why the Jan. 6th trial may be the one that could move voters, polling context, why Michigan matters, and whether consolidation can be contained.
What this episode covers
RenMac discusses why the flukey payroll report may reduce the Fed’s sense of urgency, why the weather mattered in January, how a boost in productivity may also be a boost to earnings, how employment is more of a byproduct of a strong economy than a cause, whether the disconnect between economists and voters on the Biden economy is narrowing, why the Jan. 6th trial may be the one that could move voters, polling context, why Michigan matters, and whether consolidation can be contained.
NOW PLAYING
RenMac Off-Script: A Flukey Month
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.