RenMac Off-Script: Tilting Towards Cyclicality
Jan 20, 2023•13 min
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Episode description
The RenMac team discusses the debt limit debate, the poor December economic data, why the narrative may still be moving in a positive direction moving forward, the tilt towards cyclicality, the impact of global green subsidies, the market pricing in 25bps hikes to get 5%, and market purgatory levels.
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