13 min listen
RenMac Off-Script: Bonds on an Island
FromRenMac
ratings:
Length:
18 minutes
Released:
Jul 9, 2021
Format:
Podcast episode
Description
Give us 18 minutes, we walk you through the decoupling of Chinese and US tech and the regulatory hammer coming down from DC, why the bond market might have it wrong on the growth outlook, and what this means for US bank stocks.
Released:
Jul 9, 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