RenMac Off-Script: Donna Summer is Dancing
RenMac - En podcast av Jeff deGraaf, Neil Dutta, & Stephen Pavlick - Fredagar
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The RenMac team discusses the hot payroll number, climbing participation rate, Fed can go longer without breaking the economy, misunderstood inverted yield curve, 3 month and 30 year is a better signal, deterioration in late cycle sectors, peak inflation in next three months, Biden blurring the distinction between income and wealth.
