13 min listen
RenMac Off-Script: How Much Did Hur Hurt Biden?
FromRenMac
ratings:
Length:
20 minutes
Released:
Feb 9, 2024
Format:
Podcast episode
Description
RenMac discusses the good, bad, and ugly for Biden in the Special Counsel report, Neil’s affinity for pop culture, how stronger productivity may be keeping inflation under control, why China may be so bad that it is good, the limited U.S. exposure to FX risk from China, and whether presidential race odds are influencing the S&P.
Released:
Feb 9, 2024
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