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RenMac Off-Script: Still In The Woods

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Manage episode 373288707 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 why the latest payroll print will not provide comfort to the Fed, why employment is slowing as the economy is ramping up, why China charts are looking better than their economic reports, whether the 2024 election will resemble 2020 or 2016, how Manchin’s third-party threat could help rather than hurt Biden-s re-election, the politics surrounding the Fitch downgrade, and the Japanese yen trade following the BoJ pivot.
  continue reading

195 episodes

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RenMac Off-Script: Still In The Woods

RenMac

30 subscribers

published

iconShare
 
Manage episode 373288707 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 why the latest payroll print will not provide comfort to the Fed, why employment is slowing as the economy is ramping up, why China charts are looking better than their economic reports, whether the 2024 election will resemble 2020 or 2016, how Manchin’s third-party threat could help rather than hurt Biden-s re-election, the politics surrounding the Fitch downgrade, and the Japanese yen trade following the BoJ pivot.
  continue reading

195 episodes

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