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

EPISODE · Jan 13, 2023 · 12 MIN

RenMac Off-Script: Soft now, hard later?

from RenMac · host 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.

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 is 12 minutes long.

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This episode was published on January 13, 2023.

What is this episode about?

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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