13 min listen
RenMac Off-Script: Payrolls Take the Reopening Lead
FromRenMac
ratings:
Length:
14 minutes
Released:
Mar 5, 2021
Format:
Podcast episode
Description
RenMac discusses the strong jobs data, stimulus flirting with the upper end of the range, rates and the duration trade, where we are in the economic cycle and the need for thoughtful and credible messaging as we reopen.
Released:
Mar 5, 2021
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