RenMac Off-Script: Powell’s Performance - podcast episode cover

RenMac Off-Script: Powell’s Performance

Jun 23, 202316 min
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Episode description

The RenMac team discusses Powell’s performance before lawmakers, why the Fed may be offsides on housing and economic growth, data still supporting a housing trifecta, how a presidential election could complicate future Fed moves, the politics of the Hunter Biden plea deal, and why utilities and BBB spreads are supporting a bullish outlook.
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