RenMac Off-Script: MAGA is Nada
Nov 18, 2022•13 min
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Episode description
The RenMac team discusses the implications of a divided government, why the economy might not be slowing as fast as some policymakers would prefer, why a weakening dollar could strengthen economic growth, what the trajectory of BBB spreads is saying, the puzzling breakout of industrials, and the importance of consumer discretionary to bull markets.
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