RenMac Off-Script: Markets Utter the “R” Word
RenMac - En podkast av Jeff deGraaf, Neil Dutta, & Stephen Pavlick - Fredager
Kategorier:
RenMac discusses why the data doesn’t support recession narrative, the low but rising level of unemployment claims, the risk of a dovish policy pivot later this year, how healthcare and energy perform post-peak inflation, and why the party primary results will impact the 2022 and 2024 elections.
