RenMac Off-Script: Debt Limit Diffused
May 19, 2023•18 min
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Episode description
RenMac discusses why it’s increasingly likely a debt limit agreement is complete before the June 1 deadline, the entry of Florida Governor DeSantis in the 2024 race for the White House, the strong economic data over the last week and why the consensus is still offsides, and the breakout in software at the expense of materials.
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