RenMac Off-Script: Neutral Needs To Be Higher
RenMac - Podcast tekijän mukaan Jeff deGraaf, Neil Dutta, & Stephen Pavlick - Perjantaisin
Kategoriat:
The RenMac team discusses the latest payroll print, why the Fed’s work is not done, the higher bar for not going 50bps, why neutral needs to be higher, Biden’s revival of the Build Back Better budget request and why it is DOA with a Republican House, industrials continue to perform, discretionary is still intact, losing defensives like utilities and stapes, and banks are oversold.
