RenMac Off-Script: Ham Sandwiches Can Be Indicted
Mar 31, 2023•18 min
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Episode description
The RenMac team discusses Neil’s bourbon trail trip, Trump indictment politics, the Fed’s failure to prevent the collapse of SVB, where is San Francisco Fed President Mary Daly, why Powell’s next move is still more likely a hike after skipping May, the importance of housing, tech breaking out, why seasonality and sentiment are still trending in the right direction.
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