RenMac Off-Script: Payrolls and Politics

from RenMac · host Jeff deGraaf, Neil Dutta, & Stephen Pavlick

RenMac discusses payrolls and what this means for the Fed in lieu of next week’s core inflation number, what the betting markets are telling us about Kamala Harris’ role on the presidential ticket, how performance in the first half of the year affects the second half, and cyclicality in the current market.

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This episode is 23 minutes long.

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This episode was published on July 5, 2024.

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