RenMac Off-Script: Nvidia’s Scary Shadow Over S&P
RenMac - En podkast av Jeff deGraaf, Neil Dutta, & Stephen Pavlick - Fredager
Kategorier:
RenMac discusses why the Nvidia phenomenon may have overshadowed some 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.
