EPISODE · Jan 19, 2024 · 18 MIN
RenMac Off-Script: Retail Sales & Retail Politics
from RenMac · host Jeff deGraaf, Neil Dutta, & Stephen Pavlick
RenMac discusses why Nikki Haley’s path to the presidency beyond NH is not a bright one, how better than expected retail sales and residential housing figures suggest a strong economic outlook, the great debate over when and how much the Fed will cut interest rates, why Fed Governor Waller is not riding the team transitory train, why the weakness in materials is good news not bad news, and why conditions are looking good for small caps.
What this episode covers
RenMac discusses why Nikki Haley’s path to the presidency beyond NH is not a bright one, how better than expected retail sales and residential housing figures suggest a strong economic outlook, the great debate over when and how much the Fed will cut interest rates, why Fed Governor Waller is not riding the team transitory train, why the weakness in materials is good news not bad news, and why conditions are looking good for small caps.
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RenMac Off-Script: Retail Sales & Retail Politics
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