EPISODE · Oct 27, 2023 · 17 MIN
RenMac Off-Script: Fed vs. GDP
from RenMac · host Jeff deGraaf, Neil Dutta, & Stephen Pavlick
RenMac discusses why Gavin Newsom is meeting with Xi Jinping, why “Mike Johnson” is a leading Google search, the momentum behind 3Q GDP, why the Fed is more forecast vs data dependent, how fiscal stimulus is likely to pressure yields, the deteriorating breadth in equities in the face of strong seasonality.
What this episode covers
RenMac discusses why Gavin Newsom is meeting with Xi Jinping, why “Mike Johnson” is a leading Google search, the momentum behind 3Q GDP, why the Fed is more forecast vs data dependent, how fiscal stimulus is likely to pressure yields, the deteriorating breadth in equities in the face of strong seasonality.
NOW PLAYING
RenMac Off-Script: Fed vs. GDP
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.