17 min listen
RenMac Off-Script: Nvidia’s Scary Shadow Over S&P
FromRenMac
ratings:
Length:
22 minutes
Released:
May 24, 2024
Format:
Podcast episode
Description
RenMac discusses why the Nvidia phenomenon may have overshadowed some more broader concerns, why the bond market was down on the PMI print, why the consensus is onsides now on growth, a high alert for housing, capitulation suggests softness in equities for 2024, little change in polls but big change in betting markets in 2024 presidential race.
Released:
May 24, 2024
Format:
Podcast episode
Titles in the series (100)
RenMac Off-Script: The Bright Light at End of the Tunnel: RenMac plays “Pardon Bingo”, latest on stimulus package, excessive sentiment readings in equity markets, economic bears are policy advocates, it remains about credit not COVID. by RenMac