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RenMac Off-Script: Good Signs In Bad GDP Report
Published 4 years, 4 months ago
Description
The RenMac team discusses the latest GDP report, healthy customer demand suggests rebound in Q2, equity market efficiency, strong compensation growth impacting next week’s Fed meeting, impact of Trump’s potential Twitter return, COVID’s impact on Biden Fed nominees, FANG oversold conditions, and the impact of a strengthening dollar.