13 min listen
RenMac Off-Script: Payrolls Eclipse the Bears
FromRenMac
ratings:
Length:
19 minutes
Released:
Apr 5, 2024
Format:
Podcast episode
Description
RenMac discusses the bullish jobs number, why it might not keep the Fed from cutting in June, how it might send neutral rates higher, why No Labels ended up with no candidate and who benefits, how rising geopolitical risks are raising prices at the pump for voters, the impact of broader market participation, and why manufacturing is picking up.
Released:
Apr 5, 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