RenMac Off-Script: Soft now, hard later?
RenMac - En podkast av Jeff deGraaf, Neil Dutta, & Stephen Pavlick - Fredager
Kategorier:
The RenMac team discusses the DOJ’s classification conundrum, the latest consumer price inflation print, why the soft landing thesis might only be temporary, the improvement of discretionary against staples, and early momentum indicators.
