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.

Episode metadata supplied by the publisher feed · Published Aug 9, 2024

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

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This episode was published on August 9, 2024.

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