EPISODE · Nov 29, 2024 · 26 MIN
RenMac Off-Script: Overconfident?
from RenMac · host Jeff deGraaf, Neil Dutta, & Stephen Pavlick
RenMac discusses the mismatch between housing data and consumer confidence, the motivations behind Trump’s initial tariff salvo, how seasonality and sentiment are likely to play out in equities and the vulnerability created by the weak Russian Ruble.
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RenMac Off-Script: Overconfident?
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