RenMac Off-Script: Good Signs In Bad GDP Report episode artwork

EPISODE · Apr 29, 2022 · 17 MIN

RenMac Off-Script: Good Signs In Bad GDP Report

from RenMac · host Jeff deGraaf, Neil Dutta, & Stephen Pavlick

The RenMac team discusses the latest GDP report, healthy customer demand suggests rebound in Q2, equity market efficiency, strong compensation growth impacting next week’s Fed meeting, impact of Trump’s potential Twitter return, COVID’s impact on Biden Fed nominees, FANG oversold conditions, and the impact of a strengthening dollar.

The RenMac team discusses the latest GDP report, healthy customer demand suggests rebound in Q2, equity market efficiency, strong compensation growth impacting next week’s Fed meeting, impact of Trump’s potential Twitter return, COVID’s impact on Biden Fed nominees, FANG oversold conditions, and the impact of a strengthening dollar.

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RenMac Off-Script: Good Signs In Bad GDP Report

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This episode was published on April 29, 2022.

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The RenMac team discusses the latest GDP report, healthy customer demand suggests rebound in Q2, equity market efficiency, strong compensation growth impacting next week’s Fed meeting, impact of Trump’s potential Twitter return, COVID’s impact on...

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