EPISODE · May 20, 2022 · 15 MIN
RenMac Off-Script: Markets Utter the “R” Word
from RenMac · host Jeff deGraaf, Neil Dutta, & Stephen Pavlick
RenMac discusses why the data doesn’t support recession narrative, the low but rising level of unemployment claims, the risk of a dovish policy pivot later this year, how healthcare and energy perform post-peak inflation, and why the party primary results will impact the 2022 and 2024 elections.
What this episode covers
RenMac discusses why the data doesn’t support recession narrative, the low but rising level of unemployment claims, the risk of a dovish policy pivot later this year, how healthcare and energy perform post-peak inflation, and why the party primary results will impact the 2022 and 2024 elections.
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RenMac Off-Script: Markets Utter the “R” Word
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