13 min listen
RenMac Off-Script: Cuts Delayed Not Derailed
FromRenMac
ratings:
Length:
19 minutes
Released:
Apr 12, 2024
Format:
Podcast episode
Description
RenMac discusses the implications of the global gold rush led by central banks; why the latest inflation report still points to when, not if the Fed cuts interest rates; how a cooling labor market means consumers could struggle to absorb higher inflation; the risks Powell & Co. face in deciding to do (or not do); why the adage “sell in May and go away” doesn’t work; and how to take advantage of the summer trading months in a presidential election year.
Released:
Apr 12, 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