EPISODE · Dec 11, 2020 · 15 MIN
RenMac Off-Script: Energy Stocks Leading, Inflation Is Not Following
from RenMac · host Jeff deGraaf, Neil Dutta, & Stephen Pavlick
US equities are in an unambiguous uptrend. The energy sector is breaking out after a long funk, but we’re skeptical this means anything for price inflation just yet. Plus the latest on fiscal negotiations in DC: both sides are likely to drop their must haves for a slimmed down relief bill before year end.
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RenMac Off-Script: Energy Stocks Leading, Inflation Is Not Following
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