RenMac Off-Script: Trump Bump
Oct 11, 2024•27 min
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Episode description
RenMac discusses:
- The latest shift in polls in the continued razor-thin election.
- The latest inflation data and how the sequence of jobs and inflation is impacting the Fed’s trajectory.
- The overbought condition in yields and the marginal benefit it should have for cyclicals vs defensive names.
- The bullish spread between equity volatility (VIX) and corporate credit
- Bitcoin Commercial Hedger positioning.
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