RenMac Off-Script: Debate Bait
发布时间 2024-05-17 16:00:21 来源
摘要
RenMac discusses how Biden agreed to debate on his terms, the encouraging inflation print, how much of Biden’s billions have been spent and what Trump could do with them, improving beta vs. average momentum, the peak in short rates, strong election year seasonality, and why China is looking like the U.S. in 2009.
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