RenMac Off-Script: No-mentum

from RenMac · host Jeff deGraaf, Neil Dutta, & Stephen Pavlick

RenMac discusses the volatility around the recent economic data, moderating inflation expectations, the correlation between air freight and industrial production, the crowded calendar that awaits Congress when it returns, why Neil wasn’t impressed with his Moscow grocery experience, what is and is not a momentum market, and whether bond yields are a better buy now or later.

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This episode is 22 minutes long.

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This episode was published on February 16, 2024.

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