RenMac Off-Script: House of Horrors
Oct 13, 2023•22 min
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Episode description
RenMac discuss the latest political drama around the House Speakership race, the prospect of an acting Speaker working with Democrats, why the upside surprise in inflation this week does not change the Fed’s near-term calculus, why it is not worth using geopolitical events as a basis for a market call, and why the rise in yields is providing an alternative to stocks.
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