RenMac Off-Script: On the Recession Train Too Soon

The RenMac team discusses Trump’s decline and DeSantis’s rise amongst Rs in the polls, Congress kicking the gov’t funding can to next week, the Fed saying that recession is more likely next year, Neil’s skepticism that economic growth will slow significantly in the short-term, improving consumer discretionary conditions, bear market prevalence in the S&P, and why Boeing could be an economic growth engine next year.