EPISODE · Jul 14, 2023 · 16 MIN
RenMac Off-Script: Lower Inflation = Less Fed Pressure
from RenMac · host Jeff deGraaf, Neil Dutta, & Stephen Pavlick
RenMac discusses how the latest inflation report will take pressure off the Fed and increases the odds of a soft landing, why bull steepening is more of a recession signal than an inverted yield curve, why markets reacted accordingly, whether Bidenomics will help or hurt inflation and Biden’s re-election effort.
What this episode covers
RenMac discusses how the latest inflation report will take pressure off the Fed and increases the odds of a soft landing, why bull steepening is more of a recession signal than an inverted yield curve, why markets reacted accordingly, whether Bidenomics will help or hurt inflation and Biden’s re-election effort.
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RenMac Off-Script: Lower Inflation = Less Fed Pressure
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