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RenMac Off-Script: Powell’s Performance
Published 3 years, 2 months ago
Description
The RenMac team discusses Powell’s performance before lawmakers, why the Fed may be offsides on housing and economic growth, data still supporting a housing trifecta, how a presidential election could complicate future Fed moves, the politics of the Hunter Biden plea deal, and why utilities and BBB spreads are supporting a bullish outlook.