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...

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...