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.

Episode metadata supplied by the publisher feed · Published Sep 16, 2022

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RenMac Off-Script: Claims vs Commodities

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This episode was published on September 16, 2022.

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