RenMac Off-Script: The Shortening Stimulus Fuse
RenMac - Een podcast door Jeff deGraaf, Neil Dutta, & Stephen Pavlick - Vrijdagen
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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.
