EPISODE · Sep 16, 2022 · 12 MIN
RenMac Off-Script: Claims vs Commodities
from RenMac · host Jeff deGraaf, Neil Dutta, & Stephen Pavlick
RenMac highlights Larry Sabato’s higher than consensus’ odds of R’s taking the Senate, the 100 vs 75bps debate, implications of $FDX news, relative performance of discretionary vs staples, importance of claims data, an historical indication of peaking 10yr yields and Pavlick’s travel suspiciously coinciding w/ PSU schedule.
What this episode covers
RenMac highlights Larry Sabato’s higher than consensus’ odds of R’s taking the Senate, the 100 vs 75bps debate, implications of $FDX news, relative performance of discretionary vs staples, importance of claims data, an historical indication of peaking 10yr yields and Pavlick’s travel suspiciously coinciding w/ PSU schedule.
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RenMac Off-Script: Claims vs Commodities
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