EPISODE · Aug 5, 2022 · 16 MIN
RenMac Off-Script: Higher Highs and Lower Lows
from RenMac · host Jeff deGraaf, Neil Dutta, & Stephen Pavlick
The RenMac team discusses how the employment report cements a 75 bps move for the Fed and increases the odds of a hard landing, why the short-term curve should be steeper, whether jobs are a lagging indicator, recent political winds blowing in favor of Democrats, how the contraction in rates is impacting equities, and sentiment’s relationship with momentum and the impact on trend.
What this episode covers
The RenMac team discusses how the employment report cements a 75 bps move for the Fed and increases the odds of a hard landing, why the short-term curve should be steeper, whether jobs are a lagging indicator, recent political winds blowing in favor of Democrats, how the contraction in rates is impacting equities, and sentiment’s relationship with momentum and the impact on trend.
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RenMac Off-Script: Higher Highs and Lower Lows
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