RenMac Off-Script: Powell’s Pivot Pushed?
Oct 14, 2022•17 min
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Episode description
The RenMac team discusses the higher-than-expected inflation print, why the Fed will have to wait longer before pivoting, how betting markets are pricing in a higher chance of Rs winning the House and Senate, the greater odds of a GA Senate runoff, whether one day’s market reaction is the start of a broader trend, and how regional banks are looking more interesting.
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