EPISODE · May 5, 2023 · 15 MIN
RenMac Off-Script: Confidence Game
from RenMac · host Jeff deGraaf, Neil Dutta, & Stephen Pavlick
The RenMac team discusses the latest jobs blowout, why the Fed is less likely to cut now, the importance of nominal incomes, how the banking consternation is not causing a bigger market reaction, why breadth improves to match the market but not the other way around, little change in the put/call ratios, and the latest on the debt limit drama.
What this episode covers
The RenMac team discusses the latest jobs blowout, why the Fed is less likely to cut now, the importance of nominal incomes, how the banking consternation is not causing a bigger market reaction, why breadth improves to match the market but not the other way around, little change in the put/call ratios, and the latest on the debt limit drama.
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RenMac Off-Script: Confidence Game
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