RenMac Off-Script: Higher Highs and Lower Lows
发布时间 2022-08-05 14:52:54 来源
摘要
The RenMac team discusses how the employment report cements a 75 bps move for the Fed and increases the odds of a hard landing, why the short-term curve should be steeper, whether jobs are a lagging indicator, recent political winds blowing in favor of Democrats, how the contraction in rates is impacting equities, and sentiment’s relationship with momentum and the impact on trend.
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