RenMac Off-Script: This Time Is Different
发布时间 2022-10-21 14:38:50 来源
摘要
The RenMac team discusses the political winds shifting in favor of Rs ahead of the midterms, how the sluggish economy is impacting the housing market, the Fed’s eventual offramp away from 75bps but maybe not 50bps, why industrials are looking good on a relative basis, and the seasonal upside opportunity vs. skeptical sentiment.
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