RenMac Off-Script: Yield Dependency
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Description
Jeff and Steve discuss Neil’s holiday traditions, the impact of a third-party presidential candidate, why Republicans feel better about their chances to take the Senate, yield dependency, why healthcare might be well- positioned for next year.
More Episodes
RenMac discusses why 50bps makes the most sense, the impact the debate is likely to have on the election, the changes in capital requirements at banks, and some bright spots in energy and silver.
Published 09/13/24
RenMac discusses the weak August employment report, why the next decision really is less about consensus and more about what Powell thinks, a preview of the Trump/Harris debate, and the defensive nature in the equity markets.
Published 09/06/24
Published 09/06/24
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