EPISODE · Apr 7, 2023 · 17 MIN
RenMac Off-Script: Jobs Give Fed Benefit of Time
from RenMac · host Jeff deGraaf, Neil Dutta, & Stephen Pavlick
RenMac discusses why the March employment report is a win for the soft-landing bulls, the Fed’s wait and see approach with a tightening bias, the outperformance of global equities, the intrinsic value of gold, the Taiwanese president’s “transit” trip to the US, and Xi’s diplomatic push into OPEC.
What this episode covers
RenMac discusses why the March employment report is a win for the soft-landing bulls, the Fed’s wait and see approach with a tightening bias, the outperformance of global equities, the intrinsic value of gold, the Taiwanese president’s “transit” trip to the US, and Xi’s diplomatic push into OPEC.
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RenMac Off-Script: Jobs Give Fed Benefit of Time
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