RenMac Off-Script: Trump Bump
11 ott 2024 ·
27 min. 29 sec.
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Descrizione
RenMac discusses: - The latest shift in polls in the continued razor-thin election. - The latest inflation data and how the sequence of jobs and inflation is impacting the Fed’s...
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RenMac discusses:
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- The latest shift in polls in the continued razor-thin election.
- The latest inflation data and how the sequence of jobs and inflation is impacting the Fed’s trajectory.
- The overbought condition in yields and the marginal benefit it should have for cyclicals vs defensive names.
- The bullish spread between equity volatility (VIX) and corporate credit
- Bitcoin Commercial Hedger positioning.
Informazioni
| Autore | Jeff deGhttps://www.spreakraaf |
| Organizzazione | Jeff deGhttps://www.spreakraaf |
| Sito | - |
| Tag |
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