EPISODE · May 26, 2023 · 17 MIN
RenMac Off-Script: Ronning For President
from RenMac · host Jeff deGraaf, Neil Dutta, & Stephen Pavlick
The RenMac team discusses the debt limit calendar, why the onus is on the growth bears to justify their position, why housing could be more important moving forward, noncompliant credit markets, how the consensus consistently underestimates job growth, the weakness in China, and the Ron DeSantis campaign launch.
What this episode covers
The RenMac team discusses the debt limit calendar, why the onus is on the growth bears to justify their position, why housing could be more important moving forward, noncompliant credit markets, how the consensus consistently underestimates job growth, the weakness in China, and the Ron DeSantis campaign launch.
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RenMac Off-Script: Ronning For President
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