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RenMac Off-Script: Soft now, hard later? episode artwork

Jan 13, 2023 12 min

RenMac Off-Script: Soft now, hard later?

from RenMac Hosted by Jeff deGraaf, Neil Dutta, & Stephen Pavlick

The RenMac team discusses the DOJ’s classification conundrum, the latest consumer price inflation print, why the soft landing thesis might only be temporary, the improvement of discretionary against staples, and early momentum indicators.

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RenMac Off-Script: Soft now, hard later?

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This episode was published on January 13, 2023.

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