RenMac Off-Script: The Shortening Stimulus Fuse
RenMac - Podcast autorstwa Jeff deGraaf, Neil Dutta, & Stephen Pavlick - Piątki
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In 16m, RenMac discusses the trend in gold, how today’s job numbers factor into stimulus negotiations, at what point is inflation not “transitory”, and how we should be thinking about this in regards to the RenMac market cycle clock.
