RenMac Off-Script Podcast: Claims, Cuts, and Complacency

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

RenMac discusses initial jobless claims, the baseline for rate cuts, and the growing risk of complacency from the Fed and market participants, Kamala’s VP pick (why wasn’t it Shapiro?) and the changing presidential odds, the Nikkei and the liquidity picture, as well as important data on deck for next week.

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This episode is 22 minutes long.

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This episode was published on August 9, 2024.

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