EPISODE · Feb 4, 2022 · 21 MIN
RenMac Off-Script: Economy Is Learning To Live With COVID
from RenMac · host Jeff deGraaf, Neil Dutta, & Stephen Pavlick
The RenMac team discusses the big jobs surprise amid Omicron fears, economic momentum for more aggressive rate hikes, the impact of a 49-50 Senate for Ds without Lujan on Biden’s Fed nominees and legislative agenda, international bonds breaking out, potential for asset deflation as the Fed fights inflation, cracks in concept capital, why apathy is better than emotion when picking stocks.
What this episode covers
The RenMac team discusses the big jobs surprise amid Omicron fears, economic momentum for more aggressive rate hikes, the impact of a 49-50 Senate for Ds without Lujan on Biden’s Fed nominees and legislative agenda, international bonds breaking out, potential for asset deflation as the Fed fights inflation, cracks in concept capital, why apathy is better than emotion when picking stocks.
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RenMac Off-Script: Economy Is Learning To Live With COVID
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