14 min listen
RenMac Off-Script: The Fed’s Hall of Mirrors
FromRenMac
ratings:
Length:
15 minutes
Released:
Jul 8, 2022
Format:
Podcast episode
Description
The RenMac team discusses the latest jobs report and why it might embolden the Fed to go 75bps, whether employment is the best indicator of a potential recession, yield curve peaking, tightening credit conditions, why the inflation rate may be the new Fed put as opposed to the stock market, Scuhmer’s resurrection of Ds’ reconciliation bill, and Biden’s battles with billionaires over his energy and economic policies.
Released:
Jul 8, 2022
Format:
Podcast episode
Titles in the series (100)
RenMac Off-Script: Expectations Collide with Reality: In 15m RenMac discusses the Biden’s stimulus plan, the expectations of policy and the likelihood of something less, Powell green lights assets inflation, and the importance of contrarian thinking around words and rhetoric versus facts. by RenMac