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.

Episode metadata supplied by the publisher feed · Published Apr 11, 2025

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RenMac Off-Script: Bond Market Takes Hostages

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This episode was published on April 11, 2025.

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