RenMac Off-Script: The Fed Needs To Get On With It
Jun 14, 2024•23 min
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Episode description
RenMac discusses whether global election trends will impact the U.S., the significantly different U.S. presidential election forecasts between 538 and the Economist, the improving inflation picture, why admission by omission suggests a September interest rate cut is likely, how oversold conditions are creating opportunities, and why things may be setting up nicely for a soft landing.
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