RenMac Off-Script: Trump Bump

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

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Business

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 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 creditBitcoin Commercial Hedger positioning.