RenMac Off-Script: Inflation Domination
发布时间 2022-03-25 15:03:57 来源
摘要
The RenMac Team discusses inflation historically being an energy problem, broadening inflation, Powell backing 50 bps hikes now, Biden’s economic assumptions in the budget request, Republicans registering voters at gas stations, COVID concerns subsiding, 20-day numbers looking good but not great, BB vs. BBB spreads narrowing, differentiation determining winners and losers.
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