RenMac Off-Script: Fed vs. GDP
发布时间 2023-10-27 15:08:27 来源
摘要
RenMac discusses why Gavin Newsom is meeting with Xi Jinping, why “Mike Johnson” is a leading Google search, the momentum behind 3Q GDP, why the Fed is more forecast vs data dependent, how fiscal stimulus is likely to pressure yields, the deteriorating breadth in equities in the face of strong seasonality.
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