EPISODE · Nov 3, 2023 · 23 MIN
RenMac Off-Script: Nonlinear Risks
from RenMac · host Jeff deGraaf, Neil Dutta, & Stephen Pavlick
RenMac discusses how the soft payroll print will impact the Fed, how the recent strikes may have impacted the data, why good things happened to housing, the anti-momentum trade heading into yearend, the importance of Nov. 17th to the gov’t shutdown, and Biden-Xi’s APEC meeting, and why Nikki Haley may have a low ceiling in the GOP primary.
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RenMac Off-Script: Nonlinear Risks
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This episode was published on November 3, 2023.
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