Episode Details
Back to Episodes
RenMac Off-Script: MAGA is Nada
Published 3 years, 9 months ago
Description
The RenMac team discusses the implications of a divided government, why the economy might not be slowing as fast as some policymakers would prefer, why a weakening dollar could strengthen economic growth, what the trajectory of BBB spreads is saying, the puzzling breakout of industrials, and the importance of consumer discretionary to bull markets.