RenMac Off-Script Podcast: Claims, Cuts, and Complacency
RenMac - En podcast av Jeff deGraaf, Neil Dutta, & Stephen Pavlick - Fredagar
Kategorier:
RenMac discusses initial jobless claims, the baseline for rate cuts, and the growing risk of complacency from the Fed and market participants, Kamala’s VP pick (why wasn’t it Shapiro?) and the changing presidential odds, the Nikkei and the liquidity picture, as well as important data on deck for next week.
