RenMac Off-Script: Inflation Sensation

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

RenMac discusses the renewed improvement in consumer price inflation, the term premium as a driver of bond yields, the outperformance of financials and why value should continue to work in Q1, and a quick recap of Trump’s cabinet picks that are testifying on the Hill.

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This episode is 21 minutes long.

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This episode was published on January 16, 2025.

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