RenMac Off-Script Podcast: Claims, Cuts, and Complacency
Aug 09, 2024•22 min
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Episode description
RenMac discusses initial jobless claims, the baseline for rate cuts, and the growing risk of complacency from the Fed and market participants, Kamala’s VP pick (why wasn’t it Shapiro?) and the changing presidential odds, the Nikkei and the liquidity picture, as well as important data on deck for next week.
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