RenMac Off-Script: Great Expectations
RenMac - Un pódcast de Jeff deGraaf, Neil Dutta, & Stephen Pavlick - Viernes
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The RenMac team discusses Biden’s State of the Union address, 2024 implications, why the Fed is likely to maintain its higher-for-longer approach to interest rates, housing and Europe looking good despite expectations, why tech remains tricky outside of semis, and how good economic news next week might be bad for bonds.
