EPISODE · Oct 13, 2023 · 21 MIN
RenMac Off-Script: House of Horrors
from RenMac · host Jeff deGraaf, Neil Dutta, & Stephen Pavlick
RenMac discuss the latest political drama around the House Speakership race, the prospect of an acting Speaker working with Democrats, why the upside surprise in inflation this week does not change the Fed’s near-term calculus, why it is not worth using geopolitical events as a basis for a market call, and why the rise in yields is providing an alternative to stocks.
What this episode covers
RenMac discuss the latest political drama around the House Speakership race, the prospect of an acting Speaker working with Democrats, why the upside surprise in inflation this week does not change the Fed’s near-term calculus, why it is not worth using geopolitical events as a basis for a market call, and why the rise in yields is providing an alternative to stocks.
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RenMac Off-Script: House of Horrors
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