RenMac Off-Script: How Low Can You Go?

from RenMac Hosted by 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.