EPISODE · Feb 17, 2023 · 12 MIN
RenMac Off-Script: February Can’t Cool the Data
from RenMac · host Jeff deGraaf, Neil Dutta, & Stephen Pavlick
The RenMac team discusses the new CBO debt limit “X-date” forecast, how Kevin McCarthy can use his Taiwan trip as leverage to get spending concessions from Biden, why the economic data is increasing the odds of the Fed raising interest rates closer to 6% this year, the post-breakout pause, improving credit conditions, and rate resiliency.
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RenMac Off-Script: February Can’t Cool the Data
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This episode was published on February 17, 2023.
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