EPISODE · Jul 2, 2021 · 15 MIN
RenMac Off-Script: How Long is Fed’s Fuse
from RenMac · host Jeff deGraaf, Neil Dutta, & Stephen Pavlick
RenMac discusses the distinction between data and rhetoric, the red-hot ISM data, the implications from the yield curve, timing and internal politics on infrastructure and what it means for taxes going forward.
What this episode covers
RenMac discusses the distinction between data and rhetoric, the red-hot ISM data, the implications from the yield curve, timing and internal politics on infrastructure and what it means for taxes going forward.
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RenMac Off-Script: How Long is Fed’s Fuse
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