RenMac Off-Script: Inflation Domination
RenMac - Un podcast de Jeff deGraaf, Neil Dutta, & Stephen Pavlick - Les vendredis
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The RenMac Team discusses inflation historically being an energy problem, broadening inflation, Powell backing 50 bps hikes now, Biden’s economic assumptions in the budget request, Republicans registering voters at gas stations, COVID concerns subsiding, 20-day numbers looking good but not great, BB vs. BBB spreads narrowing, differentiation determining winners and losers.
