RenMac Off-Script: Data Deluge
Sep 01, 2023•14 min
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Episode description
Neil and Steve digest the economic data dump, why August may have been a peculiar month that understated jobs, why cyclicals are looking stronger, why the Fed may still be in the woods, the disconnect between data and voter perceptions of Bidenomics, the September UAW strike, why Mitch McConnell matters, 2024 politics and the Fed.
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