EPISODE · Feb 12, 2021 · 12 MIN
RenMac Off-Script: Inflation: Perception vs Reality
from RenMac · host Jeff deGraaf, Neil Dutta, & Stephen Pavlick
RenMac discusses the outlook for inflation, the current extreme positioning in the bond market, Biden’s 180 on semiconductors’ strategic importance, handicapping impeachment, and the week ahead
What this episode covers
RenMac discusses the outlook for inflation, the current extreme positioning in the bond market, Biden’s 180 on semiconductors’ strategic importance, handicapping impeachment, and the week ahead
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RenMac Off-Script: Inflation: Perception vs Reality
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