RenMac Off-Script: Biden's Burden
发布时间 2024-06-21 16:32:12 来源
摘要
RenMac discusses why housing is hurting, why economic growth in 2024 will be worse than in 2023, how the Fed's risk distribution has shifted, why this is not a momentum market, the potential outside reversal in Nvidia, the positive correlation between banks and yields, and the dynamics of the upcoming presidential debate.
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