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.

With Neil and Steve on the beach, Jeff and Kevin walk through the market’s message, where the strength and weakness are building and fading, and what it means for the remainder of the year.  The team dives deeper into the historical reactions seen by sectors and industries after the Fed’s first...