RenMac Off-Script: Neutral Needs To Be Higher
from RenMac Hosted by Jeff deGraaf, Neil Dutta, & Stephen Pavlick
The RenMac team discusses the latest payroll print, why the Fed’s work is not done, the higher bar for not going 50bps, why neutral needs to be higher, Biden’s revival of the Build Back Better budget request and why it is DOA with a Republican House, industrials continue to perform, discretionary is still intact, losing defensives like utilities and stapes, and banks are oversold.
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This episode is 13 minutes long.
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This episode was published on March 10, 2023.
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