RenMac Off-Script: Claims vs Commodities
Sep 16, 2022•13 min
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Episode description
RenMac highlights Larry Sabato’s higher than consensus’ odds of R’s taking the Senate, the 100 vs 75bps debate, implications of $FDX news, relative performance of discretionary vs staples, importance of claims data, an historical indication of peaking 10yr yields and Pavlick’s travel suspiciously coinciding w/ PSU schedule.
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