RenMac Off-Script: Great Expectations episode artwork

EPISODE · Feb 10, 2023 · 16 MIN

RenMac Off-Script: Great Expectations

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

The RenMac team discusses Biden’s State of the Union address, 2024 implications, why the Fed is likely to maintain its higher-for-longer approach to interest rates, housing and Europe looking good despite expectations, why tech remains tricky outside of semis, and how good economic news next week might be bad for bonds.

Episode metadata supplied by the publisher feed · Published Feb 10, 2023

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RenMac Off-Script: Great Expectations

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