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RenMac Off-Script: Markets Utter the “R” Word episode artwork

May 20, 2022 15 min

RenMac Off-Script: Markets Utter the “R” Word

from RenMac Hosted by 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.

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RenMac Off-Script: Markets Utter the “R” Word

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This episode was published on May 20, 2022.

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