RenMac Off-Script: Payrolls, Powell & PMI
from RenMac Hosted by 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.
Embed this episode
No transcript yet.
Frequently asked questions
How long is this episode of RenMac?
This episode is 11 minutes long.
When was this RenMac episode published?
This episode was published on December 2, 2022.
Can I download this RenMac episode?
Yes. Use the download control on the episode player to save the publisher-provided media file.