RenMac Off-Script: Tilting Towards Cyclicality
from RenMac Hosted by Jeff deGraaf, Neil Dutta, & Stephen Pavlick
The RenMac team discusses the debt limit debate, the poor December economic data, why the narrative may still be moving in a positive direction moving forward, the tilt towards cyclicality, the impact of global green subsidies, the market pricing in 25bps hikes to get 5%, and market purgatory levels.
Embed this episode
No transcript yet.
Frequently asked questions
How long is this episode of RenMac?
This episode is 12 minutes long.
When was this RenMac episode published?
This episode was published on January 20, 2023.
Can I download this RenMac episode?
Yes. Use the download control on the episode player to save the publisher-provided media file.