15 min listen
RenMac Off-Script: Ronning For President
FromRenMac
ratings:
Length:
17 minutes
Released:
May 26, 2023
Format:
Podcast episode
Description
The RenMac team discusses the debt limit calendar, why the onus is on the growth bears to justify their position, why housing could be more important moving forward, noncompliant credit markets, how the consensus consistently underestimates job growth, the weakness in China, and the Ron DeSantis campaign launch.
Released:
May 26, 2023
Format:
Podcast episode
Titles in the series (100)
RenMac Off-Script: Energy Stocks Leading, Inflation Is Not Following: US equities are in an unambiguous uptrend. The energy sector is breaking out after a long funk, but we’re skeptical this means anything for price inflation just yet. Plus the latest on fiscal negotiations in DC: both sides are likely to drop their... by RenMac