13 min listen
RenMac Off-Script: Inflation Doesn’t Budge Bonds
FromRenMac
ratings:
Length:
15 minutes
Released:
May 28, 2021
Format:
Podcast episode
Description
Steve, Neil and Jeff discuss the passing of the infrastructure deadline, the trend of inflation, Biden’s $6T budget proposal, the breakout in industrial transportation names, the mix between goods and services, next week’s jobs number and the improvement in gold.
Released:
May 28, 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