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.
What this episode covers
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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