RenMac Off-Script: Entrenched Disinflation
Listen now
Description
RenMac discusses how the latest jobs print shows a stabilizing workforce, why the disinflation process is more entrenched now, the contraction in 2-year yields and BBB spreads, how the latest Republican presidential debate did little to change the race, the link between aid to Ukraine’s border and the southern border, and why ’95 might be the best comparable for the Fed.
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
Links
Twitter
Facebook
Instagram
Patreon
Genres
Artwork or description wrong?
Request an update »
Updates may take a few minutes.
Do you host a podcast?
Track your ranks and reviews from Spotify, Apple Podcasts and more.
See hourly chart positions and more than 30 days of history.
Get Chartable Analytics »
See hourly chart positions and more than 30 days of history.
