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RenMac Off-Script: February Can’t Cool the Data
Published 3 years, 6 months ago
Description
The RenMac team discusses the new CBO debt limit “X-date” forecast, how Kevin McCarthy can use his Taiwan trip as leverage to get spending concessions from Biden, why the economic data is increasing the odds of the Fed raising interest rates closer to 6% this year, the post-breakout pause, improving credit conditions, and rate resiliency.