EPISODE · Feb 23, 2024 · 19 MIN
RenMac Off-Script: Fiscal and Fed Fiasco
from RenMac · host Jeff deGraaf, Neil Dutta, & Stephen Pavlick
Howard joins Jeff and Steve to discuss the depressing U.S. debt outlook from the CBO, how the transformation of Japan’s economy is impacting global markets, the pace of the Fed slowing quantitative tightening, the need to monitor the impact of 10yr yields on equities, why a lower level of bank reserves is an important indicator, why one should be careful of the Nvidia impact on the broader market moving forward, how contraction can lead to vulnerability, why biotech may present better buying opportunities than tech, and the politics behind the upcoming Republican primary in SC and the Democrat primary in MI.
What this episode covers
Howard joins Jeff and Steve to discuss the depressing U.S. debt outlook from the CBO, how the transformation of Japan’s economy is impacting global markets, the pace of the Fed slowing quantitative tightening, the need to monitor the impact of 10yr yields on equities, why a lower level of bank reserves is an important indicator, why one should be careful of the Nvidia impact on the broader market moving forward, how contraction can lead to vulnerability, why biotech may present better buying opportunities than tech, and the politics behind the upcoming Republican primary in SC and the Democrat primary in MI.
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RenMac Off-Script: Fiscal and Fed Fiasco
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