RenMac Off-Script: Grasping At Straws
RenMac - A podcast by Jeff deGraaf, Neil Dutta, & Stephen Pavlick - Vineri
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The RenMac team discusses the upside surprise in payrolls, why the bears are grasping at straws, how the UAW strike could impact future prints, the increased yield sensitivity of sectors, how McCarthy’s ouster adds to the D.C. drama, the seasonal impact on markets, and how tactical conditions are providing an opportunity for the bulls.
