RenMac Off-Script: Inflation: The Russian Excuse
RenMac - Un podcast de Jeff deGraaf, Neil Dutta, & Stephen Pavlick - Les vendredis
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The RenMac team discusses the muted market reaction to sky high inflation, what the two and ten year yields are telling us, bond market history of fighting tightening, Biden blaming inflation on Russia, pre-pandemic conditions returning, bears still outnumbering bulls in terms of sentiment, noise around the trends, withdraw of liquidity impacting marginal assets, Powell on tap next week.
