EPISODE · Aug 23, 2024 · 31 MIN
RenMac Off-Script: Revisionist History
from RenMac · host Jeff deGraaf, Neil Dutta, & Stephen Pavlick
The RenMac Team discusses the DNC and latest in the general election campaign, the folly of price controls, the sharp downward revision to payroll employment and what it means for the Fed ahead of Jackson Hole, the recent breakout in gold, balance sheet versus income recession, and how tight policy is based on the gap between two-year yields and the Federal Funds Rate.
What this episode covers
The RenMac Team discusses the DNC and latest in the general election campaign, the folly of price controls, the sharp downward revision to payroll employment and what it means for the Fed ahead of Jackson Hole, the recent breakout in gold, balance sheet versus income recession, and how tight policy is based on the gap between two-year yields and the Federal Funds Rate.
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RenMac Off-Script: Revisionist History
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