RenMac Off-Script: Inflation Affirmation
Nov 17, 2023•19 min
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Episode description
RenMac discusses why the latest inflation data reinforces an extended pause, the disinflation pipeline, why real yields are a good predictor of nominal rate markets, capitulation vs. correction, why overbought isn’t necessarily a bad thing, why Taiwan looms large over Biden-Xi meetings, and how Congress passed a stopgap but punted on all the difficult decisions.
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