RenMac Off-Script: The Impending Debt Ceiling

from RenMac · host Jeff deGraaf, Neil Dutta, & Stephen Pavlick

Renmac discusses the triangulation of debt ceiling and infrastructure this autumn, the GDP figures, how Powell is thinking about the world, the importance of quality and profitability at this part of the cycle, the continued strength of discretionary names and the uptick in healthcare.

Episode metadata supplied by the publisher feed · Published Jul 30, 2021

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RenMac Off-Script: The Impending Debt Ceiling

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This episode was published on July 30, 2021.

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