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RenMac Off-Script: Homebuilder Highs
Published 3 years, 4 months ago
Description
The RenMac team discusses Philadelphia vs. the Empire economic data, how crude oil and yields are exhibiting downtrend characteristics, whether the Fed’s next move after a pause would be a hike or a cut, homebuilder optimism, Neil’s love of nuance, the latest act in the D.C. debt limit drama, why Biden is betting on a rematch with Trump, and a potential bounce for banks.