13 min listen
RenMac Off-Script: Inflation Affirmation
FromRenMac
ratings:
Length:
19 minutes
Released:
Nov 17, 2023
Format:
Podcast episode
Description
RenMac discusses why the latest inflation data reinforces an extended pause, the disinflation pipeline, why real yields are a good predictor of nominal rate markets, capitulation vs. correction, why overbought isn’t necessarily a bad thing, why Taiwan looms large over Biden-Xi meetings, and how Congress passed a stopgap but punted on all the difficult decisions.
Released:
Nov 17, 2023
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