RenMac Off-Script: Inflation Doesn’t Budge Bonds
RenMac - A podcast by Jeff deGraaf, Neil Dutta, & Stephen Pavlick - Vineri
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Steve, Neil and Jeff discuss the passing of the infrastructure deadline, the trend of inflation, Biden’s $6T budget proposal, the breakout in industrial transportation names, the mix between goods and services, next week’s jobs number and the improvement in gold.
