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.
What this episode covers
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.
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RenMac Off-Script: Great Expectations
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