RenMac Off-Script:  Bond Bull in a China Shop? episode artwork

EPISODE · Dec 13, 2024 · 24 MIN

RenMac Off-Script: Bond Bull in a China Shop?

from RenMac · host Jeff deGraaf, Neil Dutta, & Stephen Pavlick

RenMac discusses the latest inflation data, why the data may be trending better for bonds than the consensus, how equity factors are set-up, the power vacuum in Syria, what’s behind Trump’s inauguration invite of Xi’s and Chinese equities.

RenMac discusses the latest inflation data, why the data may be trending better for bonds than the consensus, how equity factors are set-up, the power vacuum in Syria, what’s behind Trump’s inauguration invite of Xi’s and Chinese equities.

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RenMac Off-Script: Bond Bull in a China Shop?

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This episode is 24 minutes long.

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This episode was published on December 13, 2024.

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RenMac discusses the latest inflation data, why the data may be trending better for bonds than the consensus, how equity factors are set-up, the power vacuum in Syria, what’s behind Trump’s inauguration invite of Xi’s and Chinese equities.

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