RenMac Off-Script: Bullish Zone
Listen now
Description
RenMac discusses how the payroll print is bullish for the soft-landing camp, why you should keep watching the unemployment number, how both parties saw what they wanted to in Biden’s SOTU, the takeaways from Powell’s testimony, why there is still momentum in the market, how gold is breaking out, and why you should be careful with sentiment. 
More Episodes
RenMac discusses why housing is hurting, why economic growth in 2024 will be worse than in 2023, how the Fed's risk distribution has shifted, why this is not a momentum market, the potential outside reversal in Nvidia, the positive correlation between banks and yields, and the dynamics of the...
Published 06/21/24
RenMac discusses whether global election trends will impact the U.S., the significantly different U.S. presidential election forecasts between 538 and the Economist, the improving inflation picture, why admission by omission suggests a September interest rate cut is likely, how oversold...
Published 06/14/24
Published 06/14/24