RenMac Off-Script: Yields Take Their Toll

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

RenMac discusses why the latest jobs number validates the Fed’s recent pivot and why this risks a passive policy tightening, the impact of higher yields on stocks, and President-Elect Trump’s views on territorial control over Greenland.

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This episode is 17 minutes long.

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This episode was published on January 10, 2025.

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