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RenMac Off-Script: Payrolls Point To Productivity
Published 2 years, 7 months ago
Description
RenMac discusses why the latest payroll print points to productivity gains, why 3-to-4 rate cuts are more likely than 6, how geopolitical risks in the Middle East and Taiwan could upend the 2024 economic outlook, global market breakouts, and the broadening of market gains beyond the magnificent 7.