RenMac Off-Script: Fed Cuts: When NOT If
RenMac - En podcast av Jeff deGraaf, Neil Dutta, & Stephen Pavlick - Fredagar

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RenMac discusses the latest inflation data, why you should watch Waller, ’95 vs. ’98 debate, the proverbial “everybody” problem, the gap between strategists and the spot price, tis the seasonality, Santos precedent, and Neil riffs w/ disdain on GOP mega donors.