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.
What this episode covers
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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