RenMac Off-Script: Jobs Give Fed Benefit of Time
Apr 07, 2023•17 min
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Episode description
RenMac discusses why the March employment report is a win for the soft-landing bulls, the Fed’s wait and see approach with a tightening bias, the outperformance of global equities, the intrinsic value of gold, the Taiwanese president’s “transit” trip to the US, and Xi’s diplomatic push into OPEC.
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