EPISODE · Jan 6, 2023 · 14 MIN
RenMac Off-Script: How Low Can You Go?
from RenMac · host Jeff deGraaf, Neil Dutta, & Stephen Pavlick
The RenMac team discusses the latest in the speaker spectacle in the House, the latest payroll print, how the lower unemployment rate will make it harder to slow wage increases and alter the Fed’s trajectory, no momentum despite the Market Cycle Clock being in the bullish zone, cyclicals remain in the leadership position, why the government may be more of a tailwind to consumers, and the importance of 3700 number for the S&P 500.
What this episode covers
The RenMac team discusses the latest in the speaker spectacle in the House, the latest payroll print, how the lower unemployment rate will make it harder to slow wage increases and alter the Fed’s trajectory, no momentum despite the Market Cycle Clock being in the bullish zone, cyclicals remain in the leadership position, why the government may be more of a tailwind to consumers, and the importance of 3700 number for the S&P 500.
NOW PLAYING
RenMac Off-Script: How Low Can You Go?
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.