13 min listen
RenMac Off-Script: Energy Stocks Leading, Inflation Is Not Following
FromRenMac
ratings:
Length:
15 minutes
Released:
Dec 11, 2020
Format:
Podcast episode
Description
US equities are in an unambiguous uptrend. The energy sector is breaking out after a long funk, but we’re skeptical this means anything for price inflation just yet. Plus the latest on fiscal negotiations in DC: both sides are likely to drop their must haves for a slimmed down relief bill before year end.
Released:
Dec 11, 2020
Format:
Podcast episode
Titles in the series (100)
RenMac Off-Script: Inflation: Perception vs Reality: RenMac discusses the outlook for inflation, the current extreme positioning in the bond market, Biden’s 180 on semiconductors’ strategic importance, handicapping impeachment, and the week ahead by RenMac