EPISODE · Nov 18, 2022 · 13 MIN
RenMac Off-Script: MAGA is Nada
from RenMac · host Jeff deGraaf, Neil Dutta, & Stephen Pavlick
The RenMac team discusses the implications of a divided government, why the economy might not be slowing as fast as some policymakers would prefer, why a weakening dollar could strengthen economic growth, what the trajectory of BBB spreads is saying, the puzzling breakout of industrials, and the importance of consumer discretionary to bull markets.
What this episode covers
The RenMac team discusses the implications of a divided government, why the economy might not be slowing as fast as some policymakers would prefer, why a weakening dollar could strengthen economic growth, what the trajectory of BBB spreads is saying, the puzzling breakout of industrials, and the importance of consumer discretionary to bull markets.
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RenMac Off-Script: MAGA is Nada
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