RenMac Off-Script: Bond Market Takes Hostages
Apr 11, 2025•51 min
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Episode description
RenMac walks through the turmoil in bonds, China’s alternatives to creating negotiation leverage, deleveraging vs system risk, increasing recession outlook, tariff miscalculation, rising correlations, and the implications of the 10th best single day on the S&P in 100-years.
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