EPISODE · Oct 7, 2022 · 17 MIN
RenMac Off-Script: Payroll Print Won’t Prompt Powell Pivot
from RenMac · host Jeff deGraaf, Neil Dutta, & Stephen Pavlick
The RenMac team discusses why the payroll report will not change the Fed’s direction, why Powell believes higher unemployment is needed to lower inflation, taking the over on the Fed fund futures rate, October surprises impacting midterms with OPEC production cuts and Herschel Walker allegations, why seasonality is skewing towards equities, and why the decline in bond pricing may remain an issue in 2023.
What this episode covers
The RenMac team discusses why the payroll report will not change the Fed’s direction, why Powell believes higher unemployment is needed to lower inflation, taking the over on the Fed fund futures rate, October surprises impacting midterms with OPEC production cuts and Herschel Walker allegations, why seasonality is skewing towards equities, and why the decline in bond pricing may remain an issue in 2023.
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RenMac Off-Script: Payroll Print Won’t Prompt Powell Pivot
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