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RenMac Off-Script: No-mentum

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Manage episode 401308690 series 2531218
Content provided by Jeff deGraaf, Neil Dutta, & Stephen Pavlick, Jeff deGraaf, Neil Dutta, and Stephen Pavlick. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jeff deGraaf, Neil Dutta, & Stephen Pavlick, Jeff deGraaf, Neil Dutta, and Stephen Pavlick or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
RenMac discusses the volatility around the recent economic data, moderating inflation expectations, the correlation between air freight and industrial production, the crowded calendar that awaits Congress when it returns, why Neil wasn’t impressed with his Moscow grocery experience, what is and is not a momentum market, and whether bond yields are a better buy now or later.
  continue reading

190 episodes

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RenMac Off-Script: No-mentum

RenMac

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Manage episode 401308690 series 2531218
Content provided by Jeff deGraaf, Neil Dutta, & Stephen Pavlick, Jeff deGraaf, Neil Dutta, and Stephen Pavlick. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jeff deGraaf, Neil Dutta, & Stephen Pavlick, Jeff deGraaf, Neil Dutta, and Stephen Pavlick or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
RenMac discusses the volatility around the recent economic data, moderating inflation expectations, the correlation between air freight and industrial production, the crowded calendar that awaits Congress when it returns, why Neil wasn’t impressed with his Moscow grocery experience, what is and is not a momentum market, and whether bond yields are a better buy now or later.
  continue reading

190 episodes

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