RenMac Off-Script: Powell Needs a Big Stick
RenMac - Podcast autorstwa Jeff deGraaf, Neil Dutta, & Stephen Pavlick - Piątki
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Neil crashes “Off-script” from Miami to discuss inflation, while Steve views it thru the lens of fiscal policy and 2022 elections. Jeff discusses his discomfort with the flattening yield curve, the importance of the Fed’s balance sheet, and the fading of “concept capital”.
