RenMac
RenMac Off-Script: Trash vs. Treasure
December 22, 2023
RenMac discusses how the latest PCE print supports a March Fed cut but why it may not go as far as the market is pricing, whether animal spirits can lead to irrational exuberance, why trash is outperf
Stock market commentary from Wall St thought leaders in strategy, economics, technical analysis and policy.
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