EPISODE · Dec 2, 2022 · 11 MIN
RenMac Off-Script: Payrolls, Powell & PMI
from RenMac · host Jeff deGraaf, Neil Dutta, & Stephen Pavlick
The RenMac team discusses Powell’s speech, how the payroll report threw a gut-punch into the soft-landing story, why we’re still searching for a slowdown in the economy, the expansion in the consumer discretionary sector, why the bear market may not be over, Congress shifting to omnibus now that rail strike has been averted, the GA Senate race odds, and distortion and deterioration in the crypto markets.
What this episode covers
The RenMac team discusses Powell’s speech, how the payroll report threw a gut-punch into the soft-landing story, why we’re still searching for a slowdown in the economy, the expansion in the consumer discretionary sector, why the bear market may not be over, Congress shifting to omnibus now that rail strike has been averted, the GA Senate race odds, and distortion and deterioration in the crypto markets.
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RenMac Off-Script: Payrolls, Powell & PMI
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