RenMac Off-Script: Mimosas and the Fed

RenMac - A podcast by Jeff deGraaf, Neil Dutta, & Stephen Pavlick - Fridays

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Business

The RenMac team discusses Brainard’s comments on reducing the balance sheet and the market’s reaction, next week’s inflation report and how the Fed will respond, reallocation towards healthcare away from tech, immigration debate holds up COVID relief, Rs feeling better about ’22 and ’24, will the growth last, and the corporate credit market is remaining accommodative.