EPISODE · Apr 21, 2023 · 18 MIN
RenMac Off-Script: Homebuilder Highs
from RenMac · host Jeff deGraaf, Neil Dutta, & Stephen Pavlick
The RenMac team discusses Philadelphia vs. the Empire economic data, how crude oil and yields are exhibiting downtrend characteristics, whether the Fed’s next move after a pause would be a hike or a cut, homebuilder optimism, Neil’s love of nuance, the latest act in the D.C. debt limit drama, why Biden is betting on a rematch with Trump, and a potential bounce for banks.
What this episode covers
The RenMac team discusses Philadelphia vs. the Empire economic data, how crude oil and yields are exhibiting downtrend characteristics, whether the Fed’s next move after a pause would be a hike or a cut, homebuilder optimism, Neil’s love of nuance, the latest act in the D.C. debt limit drama, why Biden is betting on a rematch with Trump, and a potential bounce for banks.
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RenMac Off-Script: Homebuilder Highs
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