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.
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RenMac Off-Script: Soft now, hard later?
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