March 1, 2024 • 15 mins
RenMac discusses the relief rally in response to inflation data coming in as expected, why a stronger economy doesn’t linearly map to inflation, how a May Fed cut could be underpriced, another gov’t can-kick, how Michigan sent warning signs to both candidates, whether Haley will still in after Super Tuesday, the firmness of global indices, and relative weakness in utilities and staples.
Mark as Played
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