EPISODE · Aug 20, 2021 · 16 MIN
RenMac Off-Script: The Deflating Reflation Trade
from RenMac · host Jeff deGraaf, Neil Dutta, & Stephen Pavlick
RenMac discusses the Biden’s challenge with budget reconciliation process, the oversold condition in energy and materials, the breakout in the dollar, the nagging and persistent breadth divergence, the inflation picture, and Steve’s foray into fatherhood.
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RenMac Off-Script: The Deflating Reflation Trade
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