13 min listen
RenMac Off-Script: Shock and Awe-ful
FromRenMac
ratings:
Length:
14 minutes
Released:
May 7, 2021
Format:
Podcast episode
Description
RenMac discusses the disappointing jobs number, the “disincentive to work” theory, the implications of FBs ongoing ban on Trump, the continued strength seen in sectors that are historically mid-cycle, Yellen’s comments on rates and the future of policy post today’s jobs number.
Released:
May 7, 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