EPISODE · Sep 9, 2022 · 17 MIN
RenMac Off-Script: Offsides Overcompensation
from RenMac · host Jeff deGraaf, Neil Dutta, & Stephen Pavlick
The RenMac team discusses Queen Elizabeth’s legacy, why Biden is leaving Trump’s China tariffs in place, markets pricing in 150bps over the next three Fed meetings, labor market remaining hot, why the market cycle clock is tilting bullish, and how Rs are looking good to take the House but things are looking better for Ds to hold on to the Senate.
What this episode covers
The RenMac team discusses Queen Elizabeth’s legacy, why Biden is leaving Trump’s China tariffs in place, markets pricing in 150bps over the next three Fed meetings, labor market remaining hot, why the market cycle clock is tilting bullish, and how Rs are looking good to take the House but things are looking better for Ds to hold on to the Senate.
NOW PLAYING
RenMac Off-Script: Offsides Overcompensation
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.