EPISODE · Nov 10, 2023 · 24 MIN
RenMac Off-Script: Losing Control
from RenMac · host Jeff deGraaf, Neil Dutta, & Stephen Pavlick
RenMac discusses what Tuesday’s election results mean for next year, the Republican debates, the emergence of new third-party presidential candidates, why yields are coming down and how that is impacting equities, how the usually boring treasury auctions are becoming more interesting, why the latest unemployment report may impact the Fed by opening the door to cuts, and whether Treasury and the Fed are losing control over the fiscal situation.
What this episode covers
RenMac discusses what Tuesday’s election results mean for next year, the Republican debates, the emergence of new third-party presidential candidates, why yields are coming down and how that is impacting equities, how the usually boring treasury auctions are becoming more interesting, why the latest unemployment report may impact the Fed by opening the door to cuts, and whether Treasury and the Fed are losing control over the fiscal situation.
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RenMac Off-Script: Losing Control
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