RenMac Off-Script: Data and Industrials

from RenMac · host Jeff deGraaf, Neil Dutta, & Stephen Pavlick

RenMac team discusses the potential for government shutdown and the calculus from Ds, the softening data and the risks created by the Fed, the deterioration in Industrials, the soft seasonality with cyclicals, China and this week’s RenMac mailbag.

Episode metadata supplied by the publisher feed · Published Feb 21, 2025

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RenMac Off-Script: Data and Industrials

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