EPISODE · Jul 22, 2022 · 14 MIN
RenMac Off-Script: European Blowback Hits U.S.
from RenMac · host Jeff deGraaf, Neil Dutta, & Stephen Pavlick
The RenMac team discusses Jeff’s desire for more tattoos, Biden’s climate emergency non-declaration, the political impact of Biden getting COVID, how the European blowback is starting to impact the U.S., why markets might be wrong about the Fed’s reaction function, the market rally this past week, why we continue to prefer defensives over cyclicals, and why the ECB is more likely to make a policy mistake than the Fed.
What this episode covers
The RenMac team discusses Jeff’s desire for more tattoos, Biden’s climate emergency non-declaration, the political impact of Biden getting COVID, how the European blowback is starting to impact the U.S., why markets might be wrong about the Fed’s reaction function, the market rally this past week, why we continue to prefer defensives over cyclicals, and why the ECB is more likely to make a policy mistake than the Fed.
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RenMac Off-Script: European Blowback Hits U.S.
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