RenMac Off-Script: Markets Utter the “R” Word
May 20, 2022•16 min
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Episode description
RenMac discusses why the data doesn’t support recession narrative, the low but rising level of unemployment claims, the risk of a dovish policy pivot later this year, how healthcare and energy perform post-peak inflation, and why the party primary results will impact the 2022 and 2024 elections.
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