EPISODE · Sep 1, 2023 · 13 MIN
RenMac Off-Script: Data Deluge
from RenMac · host Jeff deGraaf, Neil Dutta, & Stephen Pavlick
Neil and Steve digest the economic data dump, why August may have been a peculiar month that understated jobs, why cyclicals are looking stronger, why the Fed may still be in the woods, the disconnect between data and voter perceptions of Bidenomics, the September UAW strike, why Mitch McConnell matters, 2024 politics and the Fed.
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RenMac Off-Script: Data Deluge
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