RenMac Off-Script: Good Signs In Bad GDP Report
RenMac - Een podcast door Jeff deGraaf, Neil Dutta, & Stephen Pavlick - Vrijdagen
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The RenMac team discusses the latest GDP report, healthy customer demand suggests rebound in Q2, equity market efficiency, strong compensation growth impacting next week’s Fed meeting, impact of Trump’s potential Twitter return, COVID’s impact on Biden Fed nominees, FANG oversold conditions, and the impact of a strengthening dollar.
