EPISODE · Jul 1, 2022 · 14 MIN
RenMac Off-Script: Recession Preferable To Inflation
from RenMac · host Jeff deGraaf, Neil Dutta, & Stephen Pavlick
The RenMac team discusses Powell’s preference for a recession rather than an inflation policy mistake, the Fed’s preferred PCE measure running much lower than CPI, reading the reaction function of the Fed, the potential for a political pause or a lower rate hike pre-Midterm, a Supreme Court setback for ESG investors, handicapping the 2022 midterms, and why healthcare remains a good defensive play.
What this episode covers
The RenMac team discusses Powell’s preference for a recession rather than an inflation policy mistake, the Fed’s preferred PCE measure running much lower than CPI, reading the reaction function of the Fed, the potential for a political pause or a lower rate hike pre-Midterm, a Supreme Court setback for ESG investors, handicapping the 2022 midterms, and why healthcare remains a good defensive play.
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RenMac Off-Script: Recession Preferable To Inflation
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