RenMac Off-Script: Tilting Towards Cyclicality

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

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Business

The RenMac team discusses the debt limit debate, the poor December economic data, why the narrative may still be moving in a positive direction moving forward, the tilt towards cyclicality, the impact of global green subsidies, the market pricing in 25bps hikes to get 5%, and market purgatory levels.