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RenMac Off-Script: Payrolls Eclipse the Bears
Published 2 years, 4 months ago
Description
RenMac discusses the bullish jobs number, why it might not keep the Fed from cutting in June, how it might send neutral rates higher, why No Labels ended up with no candidate and who benefits, how rising geopolitical risks are raising prices at the pump for voters, the impact of broader market participation, and why manufacturing is picking up.