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.
What this episode covers
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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