EPISODE · Apr 11, 2025 · 50 MIN
RenMac Off-Script: Bond Market Takes Hostages
from RenMac · host Jeff deGraaf, Neil Dutta, & Stephen Pavlick
RenMac walks through the turmoil in bonds, China’s alternatives to creating negotiation leverage, deleveraging vs system risk, increasing recession outlook, tariff miscalculation, rising correlations, and the implications of the 10th best single day on the S&P in 100-years.
What this episode covers
RenMac walks through the turmoil in bonds, China’s alternatives to creating negotiation leverage, deleveraging vs system risk, increasing recession outlook, tariff miscalculation, rising correlations, and the implications of the 10th best single day on the S&P in 100-years.
NOW PLAYING
RenMac Off-Script: Bond Market Takes Hostages
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.