RenMac Off-Script: Don't Fist Fight the Fed

RenMac - Un pódcast de Jeff deGraaf, Neil Dutta, & Stephen Pavlick - Viernes

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RenMac talks tariffs and who really bears the burden, Trump’s Fed site-visit and true objective, the narrow market excuse and why it’s more bearish propaganda than insightful utility, and the negative global liquidity story imbedded in JGB normalization and the Yen carry trade unwind.

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