RenMac Off-Script: Inflation Doesn’t Budge Bonds

from RenMac · host Jeff deGraaf, Neil Dutta, & Stephen Pavlick

Steve, Neil and Jeff discuss the passing of the infrastructure deadline, the trend of inflation, Biden’s $6T budget proposal, the breakout in industrial transportation names, the mix between goods and services, next week’s jobs number and the improvement in gold.

Episode metadata supplied by the publisher feed · Published May 28, 2021

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RenMac Off-Script: Inflation Doesn’t Budge Bonds

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