EPISODE · Dec 9, 2022 · 16 MIN
RenMac Off-Script: Tis the Seasonal
from RenMac · host Jeff deGraaf, Neil Dutta, & Stephen Pavlick
The RenMac Team discuss whether the new jobs claims data will impact the Fed’s moves, how seasonality impacts unemployment, stronger than expected PPI data, why Sinema said sayonara to the Democratic Party, Republican candidate quality costs them GA again, contrarian discretionary opportunity, and moderating sentiment despite the recent rally.
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RenMac Off-Script: Tis the Seasonal
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This episode was published on December 9, 2022.
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