RenMac Off-Script: Shutdown Surprise
18 lug 2025 ·
35 min. 37 sec.
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Descrizione
RenMac discusses the Fed Chair race and Trump’s strategy, NVDA-led chip diplomacy with China and crypto legislation, markets ignoring rising shutdown risks, seasonal patterns shifting the beta/momentum trade, and the...
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RenMac discusses the Fed Chair race and Trump’s strategy, NVDA-led chip diplomacy with China and crypto legislation, markets ignoring rising shutdown risks, seasonal patterns shifting the beta/momentum trade, and the unusual dynamic of rising rates and falling currencies.
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Informazioni
| Autore | Jeff deGhttps://www.spreakraaf |
| Organizzazione | Jeff deGhttps://www.spreakraaf |
| Sito | - |
| Tag |
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