EPISODE · Jul 29, 2022 · 19 MIN
RenMac Off-Script: Slowdown vs. Recession
from RenMac · host Jeff deGraaf, Neil Dutta, & Stephen Pavlick
The RenMac team discusses how Schumer outmaneuvered McConnell on the reconciliation package, Powell’s pivot to a pause vs. cut, SPX 20-day high signal, markets misreading the Fed, futures suggesting a kink in the curve, a slow bleed recession on the horizon, and debating the distinction between a slowdown and a recession.
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RenMac Off-Script: Slowdown vs. Recession
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